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Advanced Research Investment Solutions’s Chevron CVX Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-115
Closed -$17K – 57
2022
Q3 		$17K Hold
115
– – 0.01% 113
2022
Q2 		$17K Hold
115
– – 0.01% 68
2022
Q1 		$19K Buy
+115
New +$16.5K 0.01% 107
2021
Q4 		– Sell
-25
Closed -$2.54K – 198
2021
Q3 		$2.54K Hold
25
– – ﹤0.01% 131
2021
Q2 		$3K Hold
25
– – ﹤0.01% 68
2021
Q1 		$3K Hold
25
– – ﹤0.01% 61
2020
Q4 		$2K Buy
+25
New +$2.02K ﹤0.01% 61

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Advanced Research Investment Solutions's CVX Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Chevron (CVX) in Q4 2022, closing a stake of 115 shares — an estimated $17K sold.

Advanced Research Investment Solutions first reported a position in CVX in Q4 2020 and held it in 7 quarters. The position peaked at $19K in Q1 2022. 3,283 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 115 Chevron shares in Q4 2022, an estimated $17K.
  • Advanced Research Investment Solutions first reported a position in Chevron in Q4 2020 and held it in 7 quarters.
  • Advanced Research Investment Solutions's Chevron position peaked at $19K in Q1 2022.
  • 3,283 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.