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Column Capital Advisors’s Chevron CVX Stock Holding History

Column Capital 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
2023
Q3 		$279K Buy
1,652
+5
+0.3% +$808 0.04% 117
2023
Q2 		$259K Sell
1,647
-5
-0.3% -$802 0.04% 122
2023
Q1 		$270K Buy
1,652
+288
+21% +$48.3K 0.04% 113
2022
Q4 		$245K Buy
1,364
+237
+21% +$41.4K 0.04% 108
2022
Q3 		$162K Buy
1,127
+100
+10% +$15.3K 0.03% 140
2022
Q2 		$149K Buy
1,027
+4
+0.4% +$661 0.03% 140
2022
Q1 		$167K Sell
1,023
-95
-8% -$13.6K 0.03% 145
2021
Q4 		$131K Buy
1,118
+6
+0.5% +$682 0.03% 170
2021
Q3 		$113K Buy
1,112
+7
+0.6% +$698 0.02% 173
2021
Q2 		$116K Buy
1,105
+6
+0.5% +$633 0.02% 173
2021
Q1 		$115K Buy
1,099
+5
+0.5% +$488 0.03% 166
2020
Q4 		$92K Buy
1,094
+7
+0.6% +$567 0.02% 177
2020
Q3 		$78K Sell
1,087
-201
-16% -$16.9K 0.02% 182
2020
Q2 		$114K Sell
1,288
-72
-5% -$6.45K 0.04% 139
2020
Q1 		$99K Sell
1,360
-385
-22% -$38K 0.04% 122
2019
Q4 		$210K Buy
+1,745
New +$206K 0.11% 83

Other funds holding CVX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Column Capital Advisors's CVX Position: Q3 2023 in Review

Column Capital Advisors increased its Chevron (CVX) stake by 0.3% in Q3 2023, buying an estimated $808 and bringing the position to 1,652 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #117.

Column Capital Advisors first reported a position in CVX in Q4 2019 and has held it in 16 quarters since. 3,331 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • Column Capital Advisors held 1,652 shares of Chevron worth $279K as of Q3 2023.
  • Column Capital Advisors bought 5 Chevron shares in Q3 2023, an estimated $808.
  • Chevron made up 0.04% of Column Capital Advisors's portfolio in Q3 2023, its #117 holding.
  • Column Capital Advisors first reported a position in Chevron in Q4 2019 and has held it in 16 quarters since.
  • 3,331 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.