CPWMP
CVX icon

Cardinal Point Wealth Management Partners’s Chevron CVX Stock Holding History

Cardinal Point Wealth Management Partners’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 		$289K Sell
1,773
-79
-4% -$13.2K 0.09% 64
2022
Q4 		$332K Buy
+1,852
New +$323K 0.11% 52

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

Cardinal Point Wealth Management Partners's CVX Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its Chevron (CVX) stake by 4.3% in Q1 2023, selling an estimated $13.2K and leaving 1,773 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #64.

Cardinal Point Wealth Management Partners first reported a position in CVX in Q4 2022 and has held it in 2 quarters since. The position peaked at $332K in Q4 2022. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 1,773 shares of Chevron worth $289K as of Q1 2023.
  • Cardinal Point Wealth Management Partners sold 79 Chevron shares in Q1 2023, an estimated $13.2K.
  • Chevron made up 0.09% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #64 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Chevron in Q4 2022 and has held it in 2 quarters since.
  • Cardinal Point Wealth Management Partners's Chevron position peaked at $332K in Q4 2022.
  • 3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.