Axim Planning & Wealth’s Chevron CVX Stock Holding History

Axim Planning & 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
2022 Q4	–	Sell	-221	Closed	-$32K	–	53
2022 Q3	$32K	Hold	221	–	–	0.03%	66
2022 Q2	$32K	Buy	+221	New	+$36.5K	0.02%	60

Other funds holding CVX

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Axim Planning & Wealth's CVX Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Chevron (CVX) in Q4 2022, closing a stake of 221 shares — an estimated $32K sold.

Axim Planning & Wealth first reported a position in CVX in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q3 2022. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

Axim Planning & Wealth reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 221 Chevron shares in Q4 2022, an estimated $32K.
Axim Planning & Wealth first reported a position in Chevron in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Chevron position peaked at $32K in Q3 2022.
3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.