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CFO4Life’s Chevron CVX Stock Holding History

CFO4Life’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 		$1.42M Buy
+7,918
New +$1.38M 0.3% 54
2016
Q4 		$301K Sell
2,554
-901
-26% -$98.1K 0.25% 70
2016
Q3 		$356K Sell
3,455
-144
-4% -$14.7K 0.31% 56
2016
Q2 		$377K Sell
3,599
-2,544
-41% -$256K 0.32% 57
2016
Q1 		$586K Buy
6,143
+1,966
+47% +$172K 0.53% 31
2015
Q4 		$376K Buy
4,177
+51
+1% +$4.6K 0.36% 46
2015
Q3 		$325K Buy
4,126
+740
+22% +$62.3K 0.35% 45
2015
Q2 		$327K Buy
3,386
+78
+2% +$8.19K 0.27% 57
2015
Q1 		$347K Sell
3,308
-129
-4% -$13.8K 0.29% 55
2014
Q4 		$386K Buy
+3,437
New +$390K 0.32% 47

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CFO4Life's CVX Position: Q4 2022 in Review

CFO4Life opened a new position in Chevron (CVX) in Q4 2022: 7,918 shares worth $1.42M. The stake represents 0.3% of the portfolio and ranks #54 among its holdings. This is a return to the name: CFO4Life previously reported a position in CVX as recently as Q4 2016.

CFO4Life first reported a position in CVX in Q4 2014 and has held it in 10 quarters since. 3,285 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • CFO4Life held 7,918 shares of Chevron worth $1.42M as of Q4 2022.
  • Chevron was a new CFO4Life position in Q4 2022.
  • Chevron made up 0.3% of CFO4Life's portfolio in Q4 2022, its #54 holding.
  • CFO4Life first reported a position in Chevron in Q4 2014 and has held it in 10 quarters since.
  • 3,285 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.