Antonetti Capital Management’s Chevron CVX Stock Holding History

Antonetti Capital 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
2023 Q3	$152K	Hold	899	–	–	0.24%	48
2023 Q2	$141K	Sell	899 -1	-0.1%	-$160	0.2%	52
2023 Q1	$147K	Sell	900 -50	-5%	-$8.38K	0.21%	48
2022 Q4	$171K	Sell	950 -280	-23%	-$48.9K	0.23%	52
2022 Q3	$177K	Hold	1,230	–	–	0.2%	47
2022 Q2	$178K	Sell	1,230 -50	-4%	-$8.27K	0.19%	50
2022 Q1	$208K	Sell	1,280 -3,695	-74%	-$530K	0.2%	53
2021 Q4	$584K	Hold	4,975	–	–	0.46%	37
2021 Q3	$505K	Buy	+4,975	New	+$496K	0.41%	38
2014 Q3	–	Sell	-14	Closed	-$2K	–	139
2014 Q2	$2K	Hold	14	–	–	﹤0.01%	190
2014 Q1	$2K	Hold	14	–	–	﹤0.01%	206
2013 Q4	$2K	Sell	14 -100	-88%	-$12.1K	﹤0.01%	223
2013 Q3	$14K	Hold	114	–	–	0.01%	211
2013 Q2	$13K	Buy	+114	New	+$13.8K	0.01%	225

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Antonetti Capital Management's CVX Position: Q3 2023 in Review

Antonetti Capital Management held its Chevron (CVX) position steady in Q3 2023 at 899 shares worth $152K. The position accounts for 0.24% of the portfolio, ranked #48.

Antonetti Capital Management first reported a position in CVX in Q2 2013 and has held it in 14 quarters since. The position peaked at $584K in Q4 2021. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Antonetti Capital Management held 899 shares of Chevron worth $152K as of Q3 2023.
Antonetti Capital Management left its Chevron share count unchanged in Q3 2023.
Chevron made up 0.24% of Antonetti Capital Management's portfolio in Q3 2023, its #48 holding.
Antonetti Capital Management first reported a position in Chevron in Q2 2013 and has held it in 14 quarters since.
Antonetti Capital Management's Chevron position peaked at $584K in Q4 2021.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.