Center For Asset Management’s Chevron CVX Stock Holding History

Center For Asset Management’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	–	Sell	-2,044	Closed	-$294K	–	113
2022 Q3	$294K	Buy	2,044 +219	+12%	+$33.4K	0.29%	87
2022 Q2	$264K	Buy	1,825 +504	+38%	+$83.3K	0.24%	92
2022 Q1	$215K	Buy	+1,321	New	+$189K	0.17%	116
2021 Q4	–	Sell	-2,298	Closed	-$233K	–	124
2021 Q3	$233K	Buy	2,298 +127	+6%	+$12.7K	0.2%	86
2021 Q2	$227K	Buy	+2,171	New	+$229K	0.2%	94

Other funds holding CVX

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

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

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

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

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

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

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

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

Center For Asset Management's CVX Position: Q4 2022 in Review

Center For Asset Management sold out of Chevron (CVX) in Q4 2022, closing a stake of 2,044 shares — an estimated $294K sold.

Center For Asset Management first reported a position in CVX in Q2 2021 and held it in 5 quarters. The position peaked at $294K in Q3 2022. 3,283 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

Center For Asset Management reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
Center For Asset Management sold 2,044 Chevron shares in Q4 2022, an estimated $294K.
Center For Asset Management first reported a position in Chevron in Q2 2021 and held it in 5 quarters.
Center For Asset Management's Chevron position peaked at $294K in Q3 2022.
3,283 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Center For Asset Management's 13F filing for Q4 2022, filed 23 Jan 2023.