Clear Perspectives Financial Planning’s Chevron CVX Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$74.6K	Hold	457	–	–	0.04%	58
2022 Q4	$82K	Sell	457 -12	-3%	-$2.09K	0.04%	62
2022 Q3	$67K	Sell	469 -473	-50%	-$72.1K	0.03%	74
2022 Q2	$136K	Hold	942	–	–	0.05%	60
2022 Q1	$153K	Hold	942	–	–	0.06%	59
2021 Q4	$111K	Hold	942	–	–	0.04%	76
2021 Q3	$96K	Hold	942	–	–	0.04%	78
2021 Q2	$99K	Buy	+942	New	+$99.4K	0.05%	74

Other funds holding CVX

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspectives Financial Planning's CVX Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Chevron (CVX) position steady in Q1 2023 at 457 shares worth $74.6K. The position accounts for 0.04% of the portfolio, ranked #58.

Clear Perspectives Financial Planning first reported a position in CVX in Q2 2021 and has held it in 8 quarters since. The position peaked at $153K in Q1 2022. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Clear Perspectives Financial Planning held 457 shares of Chevron worth $74.6K as of Q1 2023.
Clear Perspectives Financial Planning left its Chevron share count unchanged in Q1 2023.
Chevron made up 0.04% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #58 holding.
Clear Perspectives Financial Planning first reported a position in Chevron in Q2 2021 and has held it in 8 quarters since.
Clear Perspectives Financial Planning's Chevron position peaked at $153K in Q1 2022.
3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.