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Artemis Wealth Advisors’s Chevron CVX Stock Holding History

Artemis Wealth 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
2023
Q4 		– Sell
-255
Closed -$43K – 36
2023
Q3 		$43K Buy
255
+35
+16% +$5.65K 0.01% 38
2023
Q2 		$34.6K Buy
220
+16
+8% +$2.56K 0.01% 51
2023
Q1 		$33.3K Buy
+204
New +$34.2K 0.01% 42
2020
Q4 		– Sell
-52
Closed -$3.73K – 81
2020
Q3 		$3.73K Buy
+52
New +$4.37K ﹤0.01% 75

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Artemis Wealth Advisors's CVX Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Chevron (CVX) in Q4 2023, closing a stake of 255 shares — an estimated $43K sold.

Artemis Wealth Advisors first reported a position in CVX in Q3 2020 and held it in 4 quarters. The position peaked at $43K in Q3 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 255 Chevron shares in Q4 2023, an estimated $43K.
  • Artemis Wealth Advisors first reported a position in Chevron in Q3 2020 and held it in 4 quarters.
  • Artemis Wealth Advisors's Chevron position peaked at $43K in Q3 2023.
  • 3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.