Bruderman Asset Management’s Chevron CVX Stock Holding History

Bruderman Asset Management’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	$220K	Buy	1,519 +248	+20%	+$41K	0.39%	58
2022 Q1	$207K	Sell	1,271 -592	-32%	-$84.9K	0.31%	70
2021 Q4	$219K	Buy	+1,863	New	+$212K	0.17%	95
2019 Q4	–	Sell	-3,923	Closed	-$474K	–	99
2019 Q3	$474K	Sell	3,923 -906	-19%	-$110K	0.12%	89
2019 Q2	$601K	Sell	4,829 -1,361	-22%	-$165K	0.14%	77
2019 Q1	$762K	Sell	6,190 -643	-9%	-$76.1K	0.17%	80
2018 Q4	$743K	Buy	6,833 +1,395	+26%	+$162K	0.19%	73
2018 Q3	$665K	Sell	5,438 -910	-14%	-$110K	0.15%	82
2018 Q2	$803K	Buy	6,348 +163	+3%	+$20.2K	0.2%	80
2018 Q1	$705K	Sell	6,185 -34	-0.5%	-$4.07K	0.17%	84
2017 Q4	$779K	Sell	6,219 -737	-11%	-$87.4K	0.2%	78
2017 Q3	$817K	Sell	6,956 -29	-0.4%	-$3.17K	0.21%	77
2017 Q2	$729K	Sell	6,985 -531	-7%	-$56.3K	0.19%	77
2017 Q1	$807K	Sell	7,516 -99	-1%	-$11.1K	0.23%	69
2016 Q4	$896K	Sell	7,615 -98	-1%	-$10.7K	0.27%	68
2016 Q3	$794K	Buy	7,713 +6	+0.1%	+$613	0.24%	73
2016 Q2	$808K	Buy	7,707 +426	+6%	+$42.8K	0.25%	71
2016 Q1	$695K	Buy	7,281 +131	+2%	+$11.5K	0.24%	72
2015 Q4	$643K	Buy	7,150 +146	+2%	+$13.2K	0.24%	65
2015 Q3	$552K	Sell	7,004 -429	-6%	-$36.1K	0.22%	66
2015 Q2	$717K	Sell	7,433 -921	-11%	-$96.7K	0.27%	63
2015 Q1	$877K	Buy	+8,354	New	+$892K	0.34%	57

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

Bruderman Asset Management's CVX Position: Q2 2022 in Review

Bruderman Asset Management increased its Chevron (CVX) stake by 20% in Q2 2022, buying an estimated $41K and bringing the position to 1,519 shares worth $220K. The position accounts for 0.39% of the portfolio, ranked #58.

Bruderman Asset Management first reported a position in CVX in Q1 2015 and has held it in 22 quarters since. The position peaked at $896K in Q4 2016. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Bruderman Asset Management held 1,519 shares of Chevron worth $220K as of Q2 2022.
Bruderman Asset Management bought 248 Chevron shares in Q2 2022, an estimated $41K.
Chevron made up 0.39% of Bruderman Asset Management's portfolio in Q2 2022, its #58 holding.
Bruderman Asset Management first reported a position in Chevron in Q1 2015 and has held it in 22 quarters since.
Bruderman Asset Management's Chevron position peaked at $896K in Q4 2016.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.