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Aurora Private Wealth’s Chevron CVX Stock Holding History

Aurora Private Wealth’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 		– Sell
-1,476
Closed -$241K – 136
2023
Q1 		$241K Sell
1,476
-147
-9% -$24.6K 0.26% 120
2022
Q4 		$291K Sell
1,623
-311
-16% -$54.3K 0.33% 92
2022
Q3 		$278K Buy
1,934
+536
+38% +$81.7K 0.13% 118
2022
Q2 		$202K Sell
1,398
-366
-21% -$60.5K 0.09% 167
2022
Q1 		$287K Sell
1,764
-48
-3% -$6.88K 0.12% 140
2021
Q4 		$213K Sell
1,812
-1,594
-47% -$181K 0.09% 183
2021
Q3 		$346K Sell
3,406
-14
-0.4% -$1.4K 0.14% 141
2021
Q2 		$358K Buy
3,420
+212
+7% +$22.4K 0.14% 131
2021
Q1 		$336K Sell
3,208
-1,280
-29% -$125K 0.14% 139
2020
Q4 		$379K Sell
4,488
-94
-2% -$7.61K 0.16% 133
2020
Q3 		$330K Sell
4,582
-333
-7% -$28K 0.14% 128
2020
Q2 		$439K Sell
4,915
-3,842
-44% -$344K 0.2% 92
2020
Q1 		$635K Buy
8,757
+4,700
+116% +$464K 0.22% 100
2019
Q4 		$489K Buy
+4,057
New +$478K 0.17% 101

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

Aurora Private Wealth's CVX Position: Q2 2023 in Review

Aurora Private Wealth sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,476 shares — an estimated $241K sold.

Aurora Private Wealth first reported a position in CVX in Q4 2019 and held it in 14 quarters. The position peaked at $635K in Q1 2020. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Aurora Private Wealth reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
  • Aurora Private Wealth sold 1,476 Chevron shares in Q2 2023, an estimated $241K.
  • Aurora Private Wealth first reported a position in Chevron in Q4 2019 and held it in 14 quarters.
  • Aurora Private Wealth's Chevron position peaked at $635K in Q1 2020.
  • 3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

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