Danda Trouve Investment Management’s Chevron CVX Stock Holding History

Danda Trouve Investment Management’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 Q3	$20K	Hold	136	–	–	0.04%	69
2022 Q2	$20K	Hold	136	–	–	0.03%	59
2022 Q1	$22K	Hold	136	–	–	0.03%	70
2021 Q4	$16K	Hold	136	–	–	0.02%	92
2021 Q3	$14K	Hold	136	–	–	0.02%	109
2021 Q2	$14K	Hold	136	–	–	0.02%	103
2021 Q1	$14K	Hold	136	–	–	0.02%	83
2020 Q4	$11K	Hold	136	–	–	0.01%	99
2020 Q3	$10K	Hold	136	–	–	0.01%	99
2020 Q2	$12K	Hold	136	–	–	0.02%	90
2020 Q1	$10K	Hold	136	–	–	0.02%	93
2019 Q4	$16K	Buy	+136	New	+$16K	0.02%	91

Other funds holding CVX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Danda Trouve Investment Management's CVX Position: Q3 2022 in Review

Danda Trouve Investment Management held its Chevron (CVX) position steady in Q3 2022 at 136 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #69.

Danda Trouve Investment Management first reported a position in CVX in Q4 2019 and has held it in 12 quarters since. The position peaked at $22K in Q1 2022. 3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

Danda Trouve Investment Management held 136 shares of Chevron worth $20K as of Q3 2022.
Danda Trouve Investment Management left its Chevron share count unchanged in Q3 2022.
Chevron made up 0.04% of Danda Trouve Investment Management's portfolio in Q3 2022, its #69 holding.
Danda Trouve Investment Management first reported a position in Chevron in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Chevron position peaked at $22K in Q1 2022.
3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.