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Blooom Inc’s Chevron CVX Stock Holding History

Blooom Inc’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
Q3 		$306K Buy
2,134
+28
+1% +$4.27K 0.58% 30
2022
Q2 		$305K Buy
2,106
+27
+1% +$4.46K 0.52% 32
2022
Q1 		$346K Sell
2,079
-103
-5% -$14.8K 0.28% 33
2021
Q4 		$256K Buy
2,182
+171
+9% +$19.4K 0.19% 38
2021
Q3 		$204K Buy
2,011
+43
+2% +$4.29K 0.17% 42
2021
Q2 		$205K Buy
1,968
+40
+2% +$4.22K 0.15% 46
2021
Q1 		$203K Sell
1,928
-2,395
-55% -$234K 0.16% 44
2020
Q4 		$368K Buy
+4,323
New +$350K 0.29% 29

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blooom Inc's CVX Position: Q3 2022 in Review

Blooom Inc increased its Chevron (CVX) stake by 1.3% in Q3 2022, buying an estimated $4.27K and bringing the position to 2,134 shares worth $306K. The position accounts for 0.58% of the portfolio, ranked #30.

Blooom Inc first reported a position in CVX in Q4 2020 and has held it in 8 quarters since. The position peaked at $368K in Q4 2020. 3,053 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Blooom Inc held 2,134 shares of Chevron worth $306K as of Q3 2022.
  • Blooom Inc bought 28 Chevron shares in Q3 2022, an estimated $4.27K.
  • Chevron made up 0.58% of Blooom Inc's portfolio in Q3 2022, its #30 holding.
  • Blooom Inc first reported a position in Chevron in Q4 2020 and has held it in 8 quarters since.
  • Blooom Inc's Chevron position peaked at $368K in Q4 2020.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.