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Bridge Advisory’s Chevron CVX Stock Holding History

Bridge Advisory’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
Q4 		– Sell
-1,716
Closed -$289K – 116
2023
Q3 		$289K Buy
1,716
+178
+12% +$28.8K 0.1% 121
2023
Q2 		$242K Buy
1,538
+26
+2% +$4.17K 0.09% 118
2023
Q1 		$247K Sell
1,512
-44
-3% -$7.38K 0.1% 109
2022
Q4 		$279K Buy
1,556
+8
+0.5% +$1.4K 0.12% 106
2022
Q3 		$222K Buy
1,548
+90
+6% +$13.7K 0.11% 107
2022
Q2 		$203K Buy
1,458
+163
+13% +$26.9K 0.1% 113
2022
Q1 		$211K Buy
+1,295
New +$186K 0.09% 93

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridge Advisory's CVX Position: Q4 2023 in Review

Bridge Advisory sold out of Chevron (CVX) in Q4 2023, closing a stake of 1,716 shares — an estimated $289K sold.

Bridge Advisory first reported a position in CVX in Q1 2022 and held it in 7 quarters. The position peaked at $289K in Q3 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • Bridge Advisory reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
  • Bridge Advisory sold 1,716 Chevron shares in Q4 2023, an estimated $289K.
  • Bridge Advisory first reported a position in Chevron in Q1 2022 and held it in 7 quarters.
  • Bridge Advisory's Chevron position peaked at $289K in Q3 2023.
  • 3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.