1W
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1776 Wealth’s Chevron CVX Stock Holding History

1776 Wealth’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,847
Closed -$217K – 130
2021
Q4 		$217K Sell
1,847
-126
-6% -$14.3K 0.12% 120
2021
Q3 		$200K Sell
1,973
-292
-13% -$29.1K 0.11% 114
2021
Q2 		$237K Buy
2,265
+53
+2% +$5.59K 0.13% 108
2021
Q1 		$232K Buy
+2,212
New +$216K 0.15% 104
2020
Q3 		– Sell
-2,438
Closed -$217K – 150
2020
Q2 		$217K Sell
2,438
-1,644
-40% -$147K 0.15% 94
2020
Q1 		$370K Buy
4,082
+2,509
+160% +$248K 0.16% 100
2019
Q4 		$189K Buy
+1,573
New +$185K 0.16% 105

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1776 Wealth's CVX Position: Q1 2022 in Review

1776 Wealth sold out of Chevron (CVX) in Q1 2022, closing a stake of 1,847 shares — an estimated $217K sold.

1776 Wealth first reported a position in CVX in Q4 2019 and held it in 7 quarters. The position peaked at $370K in Q1 2020. 3,063 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • 1776 Wealth reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
  • 1776 Wealth sold 1,847 Chevron shares in Q1 2022, an estimated $217K.
  • 1776 Wealth first reported a position in Chevron in Q4 2019 and held it in 7 quarters.
  • 1776 Wealth's Chevron position peaked at $370K in Q1 2020.
  • 3,063 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on 1776 Wealth's 13F filing for Q1 2022, filed 16 May 2022.