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Capital Directions Investment Advisors’s Chevron CVX Stock Holding History

Capital Directions Investment Advisors’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
Q4 		$60.7K Buy
+338
New +$59K 0.02% 111
2022
Q3 		– Sell
-340
Closed -$51.9K – 111
2022
Q2 		$49K Sell
340
-85
-20% -$14.1K 0.02% 129
2022
Q1 		$69K Buy
+425
New +$61K 0.02% 125
2021
Q4 		– Sell
-225
Closed -$23K – 96
2021
Q3 		$23K Sell
225
-150
-40% -$15K 0.01% 183
2021
Q2 		$39K Buy
+375
New +$39.6K 0.01% 132
2021
Q1 		– Sell
-351
Closed -$30K – 220
2020
Q4 		$30K Sell
351
-75
-18% -$6.07K 0.01% 135
2020
Q3 		$31K Buy
+426
New +$35.8K 0.01% 129
2020
Q2 		– Sell
-426
Closed -$31K – 216
2020
Q1 		$31K Buy
426
+75
+21% +$7.41K 0.01% 136
2019
Q4 		$42K Hold
351
– – 0.01% 145
2019
Q3 		$42K Buy
+351
New +$42.6K 0.01% 138
2018
Q3 		– Sell
-402
Closed -$51K – 163
2018
Q2 		$51K Buy
+402
New +$49.9K 0.02% 72

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

Capital Directions Investment Advisors's CVX Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Chevron (CVX) in Q4 2022: 338 shares worth $60.7K. The stake represents 0.02% of the portfolio and ranks #111 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in CVX as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in CVX in Q2 2018 and has held it in 11 quarters since. The position peaked at $69K in Q1 2022. 3,283 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Capital Directions Investment Advisors held 338 shares of Chevron worth $60.7K as of Q4 2022.
  • Chevron was a new Capital Directions Investment Advisors position in Q4 2022.
  • Chevron made up 0.02% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #111 holding.
  • Capital Directions Investment Advisors first reported a position in Chevron in Q2 2018 and has held it in 11 quarters since.
  • Capital Directions Investment Advisors's Chevron position peaked at $69K in Q1 2022.
  • 3,283 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.