Clear Perspective Advisors’s Chevron CVX Stock Holding History

Clear Perspective Advisors’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	$935K	Buy	7,966 +760	+11%	+$86.3K	0.28%	62
2021 Q3	$731K	Buy	7,206 +225	+3%	+$22.4K	0.25%	69
2021 Q2	$731K	Sell	6,981 -385	-5%	-$40.6K	0.25%	70
2021 Q1	$772K	Buy	7,366 +1,171	+19%	+$114K	0.3%	67
2020 Q4	$523K	Sell	6,195 -2,293	-27%	-$186K	0.21%	81
2020 Q3	$12.4K	Sell	8,488 -1,024	-11%	-$86.1K	5.82%	4
2020 Q2	$849K	Sell	9,512 -3,331	-26%	-$298K	0.46%	40
2020 Q1	$931K	Buy	12,843 +3,444	+37%	+$340K	0.62%	30
2019 Q4	$1.13M	Buy	9,399 +110	+1%	+$13K	0.7%	36
2019 Q3	$1.1M	Hold	9,289	–	–	0.5%	46
2019 Q2	$1.16M	Sell	9,289 -96	-1%	-$11.6K	0.74%	30
2019 Q1	$1.14M	Buy	9,385 +800	+9%	+$94.6K	0.81%	29
2018 Q4	$934K	Buy	8,585 +1,293	+18%	+$150K	0.78%	34
2018 Q3	$892K	Sell	7,292 -29	-0.4%	-$3.52K	0.66%	43
2018 Q2	$926K	Sell	7,321 -3	-0%	-$372	0.65%	34
2018 Q1	$835K	Sell	7,324 -150	-2%	-$17.9K	0.62%	34
2017 Q4	$936K	Sell	7,474 -82	-1%	-$9.72K	0.72%	32
2017 Q3	$888K	Sell	7,556 -820	-10%	-$89.5K	0.73%	35
2017 Q2	$8K	Buy	8,376 +775	+10%	+$82.1K	0.01%	355
2017 Q1	$816K	Sell	7,601 -1,150	-13%	-$129K	0.54%	47
2016 Q4	$1.03M	Buy	+8,751	New	+$953K	0.68%	31

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

Clear Perspective Advisors's CVX Position: Q4 2021 in Review

Clear Perspective Advisors increased its Chevron (CVX) stake by 11% in Q4 2021, buying an estimated $86.3K and bringing the position to 7,966 shares worth $935K. The position accounts for 0.28% of the portfolio, ranked #62.

Clear Perspective Advisors first reported a position in CVX in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.16M in Q2 2019. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Clear Perspective Advisors held 7,966 shares of Chevron worth $935K as of Q4 2021.
Clear Perspective Advisors bought 760 Chevron shares in Q4 2021, an estimated $86.3K.
Chevron made up 0.28% of Clear Perspective Advisors's portfolio in Q4 2021, its #62 holding.
Clear Perspective Advisors first reported a position in Chevron in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Chevron position peaked at $1.16M in Q2 2019.
2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.