Beta Wealth Group’s Chevron CVX Stock Holding History

Beta Wealth 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
2022 Q2	–	Sell	-3,100	Closed	-$455K	–	89
2022 Q1	$455K	Buy	+3,100	New	+$445K	0.3%	47

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beta Wealth Group's CVX Position: Q2 2022 in Review

Beta Wealth Group sold out of Chevron (CVX) in Q2 2022, closing a stake of 3,100 shares — an estimated $455K sold.

Beta Wealth Group first reported a position in CVX in Q1 2022 and held it in 1 quarter. The position peaked at $455K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Beta Wealth Group reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Beta Wealth Group sold 3,100 Chevron shares in Q2 2022, an estimated $455K.
Beta Wealth Group first reported a position in Chevron in Q1 2022 and held it in 1 quarter.
Beta Wealth Group's Chevron position peaked at $455K in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Beta Wealth Group's 13F filing for Q2 2022, filed 5 Aug 2022.