Briggs Advisory Group’s Chevron CVX Stock Holding History

Briggs Advisory 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 Q3	$235K	Hold	1,395	–	–	0.13%	57
2023 Q2	$219K	Buy	1,395 +16	+1%	+$2.56K	0.12%	55
2023 Q1	$225K	Hold	1,379	–	–	0.13%	53
2022 Q4	$248K	Buy	+1,379	New	+$241K	0.16%	50
2022 Q3	–	Sell	-1,554	Closed	-$225K	–	49
2022 Q2	$225K	Buy	1,554 +123	+9%	+$20.3K	0.16%	49
2022 Q1	$233K	Buy	+1,431	New	+$205K	0.15%	50

Other funds holding CVX

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Briggs Advisory Group's CVX Position: Q3 2023 in Review

Briggs Advisory Group held its Chevron (CVX) position steady in Q3 2023 at 1,395 shares worth $235K. The position accounts for 0.13% of the portfolio, ranked #57.

Briggs Advisory Group first reported a position in CVX in Q1 2022 and has held it in 6 quarters since. The position peaked at $248K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Briggs Advisory Group held 1,395 shares of Chevron worth $235K as of Q3 2023.
Briggs Advisory Group left its Chevron share count unchanged in Q3 2023.
Chevron made up 0.13% of Briggs Advisory Group's portfolio in Q3 2023, its #57 holding.
Briggs Advisory Group first reported a position in Chevron in Q1 2022 and has held it in 6 quarters since.
Briggs Advisory Group's Chevron position peaked at $248K in Q4 2022.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.