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B. Riley Wealth Management’s Chevron CVX Stock Holding History

B. Riley 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 		$194K Buy
57,683
+14,140
+32% +$2.34M 0.23% 32
2022
Q1 		$7.09M Sell
43,543
-2,178
-5% -$312K 0.55% 42
2021
Q4 		$5.37M Buy
45,721
+3,375
+8% +$383K 0.37% 64
2021
Q3 		$4.3M Buy
42,346
+29,298
+225% +$2.92M 0.33% 74
2021
Q2 		$1.37M Hold
13,048
– – 0.15% 142
2021
Q1 		$1.37M Hold
13,048
– – 0.16% 127
2020
Q4 		$1.1M Sell
13,048
-1,865
-13% -$151K 0.14% 139
2020
Q3 		$1.07M Sell
14,913
-61,889
-81% -$5.21M 0.13% 143
2020
Q2 		$6.85M Sell
76,802
-6,674
-8% -$598K 0.75% 33
2020
Q1 		$6.05M Buy
83,476
+26,067
+45% +$2.58M 0.64% 36
2019
Q4 		$6.92M Buy
57,409
+9,465
+20% +$1.11M 1.04% 21
2019
Q3 		$5.69M Buy
47,944
+430
+0.9% +$52.2K 0.99% 22
2019
Q2 		$5.91K Sell
47,514
-832
-2% -$101K 0.91% 20
2019
Q1 		$5.96M Buy
48,346
+1,076
+2% +$127K 1.03% 20
2018
Q4 		$5.14M Buy
47,270
+26,028
+123% +$3.02M 1.08% 20
2018
Q3 		$2.6M Buy
+21,242
New +$2.58M 0.64% 34
2016
Q1 		$378K Buy
3,969
+251
+7% +$22K 0.57% 61
2015
Q4 		$334K Buy
3,718
+69
+2% +$6.22K 0.43% 83
2015
Q3 		$287K Sell
3,649
-906
-20% -$76.3K 0.41% 91
2015
Q2 		$439K Buy
4,555
+397
+10% +$41.7K 0.35% 63
2015
Q1 		$436K Sell
4,158
-217
-5% -$23.2K 0.33% 75
2014
Q4 		$490K Buy
4,375
+133
+3% +$15.1K 0.4% 54
2014
Q3 		$506K Sell
4,242
-282
-6% -$36K 0.38% 59
2014
Q2 		$590K Buy
4,524
+250
+6% +$31.1K 0.38% 54
2014
Q1 		$508K Buy
+4,274
New +$497K 0.38% 57

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

B. Riley Wealth Management's CVX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Chevron (CVX) stake by 32% in Q2 2022, buying an estimated $2.34M and bringing the position to 57,683 shares worth $194K. The position accounts for 0.23% of the portfolio, ranked #32.

B. Riley Wealth Management first reported a position in CVX in Q1 2014 and has held it in 25 quarters since. The position peaked at $7.09M in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • B. Riley Wealth Management held 57,683 shares of Chevron worth $194K as of Q2 2022.
  • B. Riley Wealth Management bought 14,140 Chevron shares in Q2 2022, an estimated $2.34M.
  • Chevron made up 0.23% of B. Riley Wealth Management's portfolio in Q2 2022, its #32 holding.
  • B. Riley Wealth Management first reported a position in Chevron in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Chevron position peaked at $7.09M in Q1 2022.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.