BFG
CVX icon

Barber Financial Group’s Chevron CVX Stock Holding History

Barber Financial Group’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
Q1 		$249K Buy
1,524
+11
+0.7% +$1.84K 0.04% 123
2022
Q4 		$272K Buy
+1,513
New +$264K 0.08% 110
2020
Q1 		– Sell
-2,345
Closed -$283K – 119
2019
Q4 		$283K Sell
2,345
-42
-2% -$4.95K 0.06% 110
2019
Q3 		$283K Sell
2,387
-30
-1% -$3.64K 0.06% 108
2019
Q2 		$301K Buy
2,417
+105
+5% +$12.7K 0.07% 106
2019
Q1 		$285K Sell
2,312
-12
-0.5% -$1.42K 0.06% 104
2018
Q4 		$253K Hold
2,324
– – 0.05% 111
2018
Q3 		$284K Buy
+2,324
New +$282K 0.07% 105

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

Barber Financial Group's CVX Position: Q1 2023 in Review

Barber Financial Group increased its Chevron (CVX) stake by 0.73% in Q1 2023, buying an estimated $1.84K and bringing the position to 1,524 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #123.

Barber Financial Group first reported a position in CVX in Q3 2018 and has held it in 8 quarters since. The position peaked at $301K in Q2 2019. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Barber Financial Group held 1,524 shares of Chevron worth $249K as of Q1 2023.
  • Barber Financial Group bought 11 Chevron shares in Q1 2023, an estimated $1.84K.
  • Chevron made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #123 holding.
  • Barber Financial Group first reported a position in Chevron in Q3 2018 and has held it in 8 quarters since.
  • Barber Financial Group's Chevron position peaked at $301K in Q2 2019.
  • 3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.