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All Season Financial Advisors’s Chevron CVX Stock Holding History

All Season Financial Advisors’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
Q2 		– Sell
-3,376
Closed -$550K – 126
2022
Q1 		$550K Sell
3,376
-911
-21% -$131K 0.39% 55
2021
Q4 		$503K Sell
4,287
-64
-1% -$7.27K 0.35% 57
2021
Q3 		$441K Sell
4,351
-1,890
-30% -$189K 0.36% 64
2021
Q2 		$654K Buy
+6,241
New +$659K 0.47% 42

Other funds holding CVX

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

All Season Financial Advisors's CVX Position: Q2 2022 in Review

All Season Financial Advisors sold out of Chevron (CVX) in Q2 2022, closing a stake of 3,376 shares — an estimated $550K sold.

All Season Financial Advisors first reported a position in CVX in Q2 2021 and held it in 4 quarters. The position peaked at $654K in Q2 2021. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • All Season Financial Advisors reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
  • All Season Financial Advisors sold 3,376 Chevron shares in Q2 2022, an estimated $550K.
  • All Season Financial Advisors first reported a position in Chevron in Q2 2021 and held it in 4 quarters.
  • All Season Financial Advisors's Chevron position peaked at $654K in Q2 2021.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on All Season Financial Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.