CFS
CVX icon

Capital Financial Services’s Chevron CVX Stock Holding History

Capital Financial Services’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 		$281K Sell
1,565
-200
-11% -$34.9K 0.39% 60
2022
Q3 		$254K Buy
+1,765
New +$269K 0.38% 62
2022
Q2 		– Sell
-1,515
Closed -$247K – 77
2022
Q1 		$247K Buy
+1,515
New +$217K 0.29% 66

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 Financial Services's CVX Position: Q4 2022 in Review

Capital Financial Services reduced its Chevron (CVX) stake by 11% in Q4 2022, selling an estimated $34.9K and leaving 1,565 shares worth $281K. The position accounts for 0.39% of the portfolio, ranked #60.

Capital Financial Services first reported a position in CVX in Q1 2022 and has held it in 3 quarters since. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Capital Financial Services held 1,565 shares of Chevron worth $281K as of Q4 2022.
  • Capital Financial Services sold 200 Chevron shares in Q4 2022, an estimated $34.9K.
  • Chevron made up 0.39% of Capital Financial Services's portfolio in Q4 2022, its #60 holding.
  • Capital Financial Services first reported a position in Chevron in Q1 2022 and has held it in 3 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.