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BDO Wealth Advisors’s Chevron CVX Stock Holding History

BDO 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
Q2 		$2.94M Buy
18,684
+96
+0.5% +$15.4K 0.34% 67
2023
Q1 		$3.03M Sell
18,588
-1,723
-8% -$289K 0.37% 59
2022
Q4 		$3.65M Sell
20,311
-183
-0.9% -$31.9K 0.45% 41
2022
Q3 		$2.94M Sell
20,494
-2,181
-10% -$333K 0.39% 51
2022
Q2 		$3.28M Sell
22,675
-1,505
-6% -$249K 0.4% 44
2022
Q1 		$3.94M Sell
24,180
-420
-2% -$60.2K 0.42% 45
2021
Q4 		$2.89M Buy
24,600
+464
+2% +$52.7K 0.31% 64
2021
Q3 		$2.45M Sell
24,136
-1,232
-5% -$123K 0.27% 66
2021
Q2 		$2.66M Sell
25,368
-2,513
-9% -$265K 0.29% 64
2021
Q1 		$2.92M Buy
27,881
+7,710
+38% +$753K 0.34% 52
2020
Q4 		$1.7M Sell
20,171
-817
-4% -$66.1K 0.24% 72
2020
Q3 		$1.51M Sell
20,988
-1,139
-5% -$95.8K 0.25% 73
2020
Q2 		$1.97M Buy
22,127
+385
+2% +$34.5K 0.35% 57
2020
Q1 		$1.57M Buy
21,742
+4,701
+28% +$465K 0.32% 67
2019
Q4 		$2.05M Sell
17,041
-968
-5% -$114K 0.53% 39
2019
Q3 		$2.14M Buy
18,009
+137
+0.8% +$16.6K 0.55% 37
2019
Q2 		$2.22M Buy
17,872
+1,030
+6% +$125K 0.61% 34
2019
Q1 		$2.08M Buy
16,842
+837
+5% +$99K 0.6% 38
2018
Q4 		$1.74M Buy
16,005
+955
+6% +$111K 0.6% 38
2018
Q3 		$1.84M Sell
15,050
-48
-0.3% -$5.82K 0.59% 34
2018
Q2 		$1.91M Buy
15,098
+1,441
+11% +$179K 0.65% 31
2018
Q1 		$1.56M Buy
13,657
+2,246
+20% +$268K 0.58% 34
2017
Q4 		$1.43M Buy
11,411
+268
+2% +$31.8K 0.64% 26
2017
Q3 		$1.31M Sell
11,143
-1,540
-12% -$168K 0.65% 26
2017
Q2 		$1.32M Buy
+12,683
New +$1.34M 0.58% 31

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

BDO Wealth Advisors's CVX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Chevron (CVX) stake by 0.52% in Q2 2023, buying an estimated $15.4K and bringing the position to 18,684 shares worth $2.94M. The position accounts for 0.34% of the portfolio, ranked #67.

BDO Wealth Advisors first reported a position in CVX in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.94M in Q1 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • BDO Wealth Advisors held 18,684 shares of Chevron worth $2.94M as of Q2 2023.
  • BDO Wealth Advisors bought 96 Chevron shares in Q2 2023, an estimated $15.4K.
  • Chevron made up 0.34% of BDO Wealth Advisors's portfolio in Q2 2023, its #67 holding.
  • BDO Wealth Advisors first reported a position in Chevron in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Chevron position peaked at $3.94M in Q1 2022.
  • 3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.