Castle Financial & Retirement Planning Associates’s Chevron CVX Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$23K	Buy	+171	New	+$19.4K	0.08%	51

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's CVX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Chevron (CVX) in Q4 2021: 171 shares worth $23K. The stake represents 0.08% of the portfolio and ranks #51 among its holdings.

2,897 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 171 shares of Chevron worth $23K as of Q4 2021.
Chevron was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Chevron made up 0.08% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #51 holding.
2,897 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.