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Caliber Wealth Management (Utah)’s Chevron CVX Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-2,870
Closed -$515K – 69
2022
Q4 		$515K Buy
+2,870
New +$501K 0.39% 55

Other funds holding CVX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caliber Wealth Management (Utah)'s CVX Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Chevron (CVX) in Q1 2023, closing a stake of 2,870 shares — an estimated $515K sold.

Caliber Wealth Management (Utah) first reported a position in CVX in Q4 2022 and held it in 1 quarter. The position peaked at $515K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,870 Chevron shares in Q1 2023, an estimated $515K.
  • Caliber Wealth Management (Utah) first reported a position in Chevron in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Chevron position peaked at $515K in Q4 2022.
  • 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.