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Affinia Financial Group’s Chevron CVX Stock Holding History

Affinia Financial Group’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
2023
Q2 		– Sell
-1,195
Closed -$205K – 36
2023
Q1 		$205K Buy
+1,195
New +$200K 0.15% 34
2020
Q1 		– Sell
-1,933
Closed -$233K – 17
2019
Q4 		$233K Buy
+1,933
New +$228K 0.15% 17

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Affinia Financial Group's CVX Position: Q2 2023 in Review

Affinia Financial Group sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,195 shares — an estimated $205K sold.

Affinia Financial Group first reported a position in CVX in Q4 2019 and held it in 2 quarters. The position peaked at $233K in Q4 2019. 3,279 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Affinia Financial Group reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
  • Affinia Financial Group sold 1,195 Chevron shares in Q2 2023, an estimated $205K.
  • Affinia Financial Group first reported a position in Chevron in Q4 2019 and held it in 2 quarters.
  • Affinia Financial Group's Chevron position peaked at $233K in Q4 2019.
  • 3,279 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Affinia Financial Group's 13F filing for Q2 2023, filed 8 Aug 2023.