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Burleson & Co’s Chevron CVX Stock Holding History

Burleson & Co’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 		– Sell
-20,000
Closed -$5K – 445
2022
Q1 		$5K Buy
+20,000
New +$2.87M ﹤0.01% 301

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Burleson & Co's CVX Position: Q4 2022 in Review

Burleson & Co increased its Chevron (CVX) stake by 5.6% in Q4 2022, buying an estimated $125K and bringing the position to 13,495 shares worth $2.42M. The position accounts for 0.6% of the portfolio, ranked #50.

Burleson & Co first reported a position in CVX in Q4 2017 and has held it in 21 quarters since. The position peaked at $4.41M in Q2 2018. 3,283 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Burleson & Co held 13,495 shares of Chevron worth $2.42M as of Q4 2022.
  • Burleson & Co bought 716 Chevron shares in Q4 2022, an estimated $125K.
  • Chevron made up 0.6% of Burleson & Co's portfolio in Q4 2022, its #50 holding.
  • Burleson & Co first reported a position in Chevron in Q4 2017 and has held it in 21 quarters since.
  • Burleson & Co's Chevron position peaked at $4.41M in Q2 2018.
  • 3,283 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.