AWS
CVX icon

AJ Wealth Strategies’s Chevron CVX Stock Holding History

AJ Wealth Strategies’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 		$531K Buy
3,378
+274
+9% +$43.9K 0.03% 179
2023
Q1 		$506K Buy
3,104
+12
+0.4% +$2.01K 0.03% 179
2022
Q4 		$555K Buy
3,092
+56
+2% +$9.77K 0.03% 175
2022
Q3 		$436K Buy
3,036
+36
+1% +$5.49K 0.03% 194
2022
Q2 		$434K Hold
3,000
– – 0.02% 200
2022
Q1 		$488K Hold
3,000
– – 0.02% 201
2021
Q4 		$352K Hold
3,000
– – 0.02% 234
2021
Q3 		$304K Buy
+3,000
New +$299K 0.02% 240

Other funds holding CVX

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AJ Wealth Strategies's CVX Position: Q2 2023 in Review

AJ Wealth Strategies increased its Chevron (CVX) stake by 8.8% in Q2 2023, buying an estimated $43.9K and bringing the position to 3,378 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #179.

AJ Wealth Strategies first reported a position in CVX in Q3 2021 and has held it in 8 quarters since. The position peaked at $555K in Q4 2022. 3,277 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • AJ Wealth Strategies held 3,378 shares of Chevron worth $531K as of Q2 2023.
  • AJ Wealth Strategies bought 274 Chevron shares in Q2 2023, an estimated $43.9K.
  • Chevron made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #179 holding.
  • AJ Wealth Strategies first reported a position in Chevron in Q3 2021 and has held it in 8 quarters since.
  • AJ Wealth Strategies's Chevron position peaked at $555K in Q4 2022.
  • 3,277 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.