BT Wealth Management’s Chevron CVX Stock Holding History

BT Wealth 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	$568K	Hold	3,925	–	–	0.16%	34
2022 Q1	$639K	Sell	3,925 -351	-8%	-$50.3K	0.17%	32
2021 Q4	$502K	Buy	+4,276	New	+$486K	0.14%	40
2020 Q1	–	Sell	-1,890	Closed	-$228K	–	60
2019 Q4	$228K	Hold	1,890	–	–	0.12%	55
2019 Q3	$224K	Hold	1,890	–	–	0.13%	49
2019 Q2	$225K	Hold	1,890	–	–	0.13%	48
2019 Q1	$233K	Sell	1,890 -2,622	-58%	-$310K	0.14%	50
2018 Q4	$533K	Buy	+4,512	New	+$523K	0.23%	51

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

BT Wealth Management's CVX Position: Q2 2022 in Review

BT Wealth Management held its Chevron (CVX) position steady in Q2 2022 at 3,925 shares worth $568K. The position accounts for 0.16% of the portfolio, ranked #34.

BT Wealth Management first reported a position in CVX in Q4 2018 and has held it in 8 quarters since. The position peaked at $639K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

BT Wealth Management held 3,925 shares of Chevron worth $568K as of Q2 2022.
BT Wealth Management left its Chevron share count unchanged in Q2 2022.
Chevron made up 0.16% of BT Wealth Management's portfolio in Q2 2022, its #34 holding.
BT Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 8 quarters since.
BT Wealth Management's Chevron position peaked at $639K in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.