Catalyst Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Other funds holding CVX
Catalyst Wealth Management's CVX Position: Q1 2023 in Review
Catalyst Wealth Management increased its Chevron (CVX) stake by 0.98% in Q1 2023, buying an estimated $5.7K and bringing the position to 3,494 shares worth $570K. The position accounts for 0.53% of the portfolio, ranked #72.
Catalyst Wealth Management first reported a position in CVX in Q4 2022 and has held it in 2 quarters since. The position peaked at $621K in Q4 2022. 3,268 funds tracked by Wall St. Rank hold CVX as of Q1 2023.
- Catalyst Wealth Management held 3,494 shares of Chevron worth $570K as of Q1 2023.
- Catalyst Wealth Management bought 34 Chevron shares in Q1 2023, an estimated $5.7K.
- Chevron made up 0.53% of Catalyst Wealth Management's portfolio in Q1 2023, its #72 holding.
- Catalyst Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's Chevron position peaked at $621K in Q4 2022.
- 3,268 funds tracked by Wall St. Rank held Chevron as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.