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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Berkshire Hathaway

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

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

Geode Capital Management

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

Bank of America

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return