B
CVX icon

Brightworth’s Chevron CVX Stock Holding History

Brightworth’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 		$13.3M Sell
92,427
-615
-0.7% -$93.8K 1.42% 11
2022
Q2 		$13.5M Sell
93,042
-2,039
-2% -$337K 1.44% 11
2022
Q1 		$15.5M Sell
95,081
-1,950
-2% -$280K 1.57% 10
2021
Q4 		$11.4M Buy
97,031
+1,771
+2% +$201K 1.04% 24
2021
Q3 		$9.66M Buy
95,260
+3,481
+4% +$347K 0.88% 26
2021
Q2 		$9.61M Buy
91,779
+3,020
+3% +$319K 0.82% 26
2021
Q1 		$9.3M Buy
88,759
+2,688
+3% +$262K 0.86% 23
2020
Q4 		$7.27M Buy
86,071
+2,146
+3% +$174K 0.72% 29
2020
Q3 		$6.04M Buy
83,925
+5,882
+8% +$495K 0.67% 28
2020
Q2 		$6.96M Sell
78,043
-3,059
-4% -$274K 0.97% 22
2020
Q1 		$5.88M Buy
81,102
+10,338
+15% +$1.02M 1.02% 21
2019
Q4 		$8.53M Buy
70,764
+6,966
+11% +$820K 1.59% 13
2019
Q3 		$7.57M Buy
63,798
+3,583
+6% +$435K 1.57% 16
2019
Q2 		$7.49M Buy
60,215
+1,668
+3% +$202K 1.59% 15
2019
Q1 		$7.21M Buy
58,547
+1,582
+3% +$187K 1.51% 17
2018
Q4 		$6.2M Buy
56,965
+466
+0.8% +$54K 1.43% 19
2018
Q3 		$6.91M Buy
56,499
+1,059
+2% +$128K 1.53% 19
2018
Q2 		$7.01M Buy
55,440
+904
+2% +$112K 1.68% 13
2018
Q1 		$6.22M Buy
54,536
+5,128
+10% +$613K 1.44% 23
2017
Q4 		$6.18M Buy
49,408
+826
+2% +$97.9K 1.4% 18
2017
Q3 		$5.71M Buy
+48,582
New +$5.3M 1.39% 17

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brightworth's CVX Position: Q3 2022 in Review

Brightworth reduced its Chevron (CVX) stake by 0.66% in Q3 2022, selling an estimated $93.8K and leaving 92,427 shares worth $13.3M. The position accounts for 1.42% of the portfolio, ranked #11.

Brightworth first reported a position in CVX in Q3 2017 and has held it in 21 quarters since. The position peaked at $15.5M in Q1 2022. 3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Brightworth held 92,427 shares of Chevron worth $13.3M as of Q3 2022.
  • Brightworth sold 615 Chevron shares in Q3 2022, an estimated $93.8K.
  • Chevron made up 1.42% of Brightworth's portfolio in Q3 2022, its #11 holding.
  • Brightworth first reported a position in Chevron in Q3 2017 and has held it in 21 quarters since.
  • Brightworth's Chevron position peaked at $15.5M in Q1 2022.
  • 3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.