AWM
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Altium Wealth Management’s Chevron CVX Stock Holding History

Altium Wealth Management’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 		$5.7M Buy
39,372
+2,840
+8% +$469K 0.41% 35
2022
Q1 		$5.95M Buy
36,532
+2,936
+9% +$421K 0.38% 38
2021
Q4 		$3.94M Buy
33,596
+2,157
+7% +$245K 0.25% 48
2021
Q3 		$3.19M Buy
31,439
+1,244
+4% +$124K 0.23% 50
2021
Q2 		$3.16M Buy
30,195
+335
+1% +$35.4K 0.23% 49
2021
Q1 		$3.13M Buy
29,860
+3,047
+11% +$298K 0.25% 46
2020
Q4 		$2.26M Sell
26,813
-2,562
-9% -$207K 0.2% 59
2020
Q3 		$2.12M Sell
29,375
-1,257
-4% -$106K 0.22% 53
2020
Q2 		$2.73M Buy
30,632
+6,796
+29% +$608K 0.31% 39
2020
Q1 		$1.73M Sell
23,836
-2,313
-9% -$229K 0.24% 53
2019
Q4 		$3.15M Sell
26,149
-1,257
-5% -$148K 0.38% 28
2019
Q3 		$3.25M Buy
27,406
+2,563
+10% +$311K 0.44% 26
2019
Q2 		$3.09M Buy
24,843
+2,914
+13% +$352K 0.45% 27
2019
Q1 		$2.7M Buy
21,929
+2,055
+10% +$243K 0.43% 35
2018
Q4 		$2.16M Sell
19,874
-159
-0.8% -$18.4K 0.41% 35
2018
Q3 		$2.45M Buy
20,033
+2,184
+12% +$265K 0.47% 33
2018
Q2 		$2.26M Buy
17,849
+8,528
+91% +$1.06M 0.6% 32
2018
Q1 		$1.06M Sell
9,321
-609
-6% -$72.8K 0.42% 40
2017
Q4 		$1.24M Buy
+9,930
New +$1.18M 0.57% 35

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

Altium Wealth Management's CVX Position: Q2 2022 in Review

Altium Wealth Management increased its Chevron (CVX) stake by 7.8% in Q2 2022, buying an estimated $469K and bringing the position to 39,372 shares worth $5.7M. The position accounts for 0.41% of the portfolio, ranked #35.

Altium Wealth Management first reported a position in CVX in Q4 2017 and has held it in 19 quarters since. The position peaked at $5.95M in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • Altium Wealth Management held 39,372 shares of Chevron worth $5.7M as of Q2 2022.
  • Altium Wealth Management bought 2,840 Chevron shares in Q2 2022, an estimated $469K.
  • Chevron made up 0.41% of Altium Wealth Management's portfolio in Q2 2022, its #35 holding.
  • Altium Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Chevron position peaked at $5.95M in Q1 2022.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.