DB Wealth Management Group’s Chevron CVX Stock Holding History

DB Wealth Management Group’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 Q4	$5.67K	Hold	38	–	–	﹤0.01%	305
2023 Q3	$6.41K	Hold	38	–	–	﹤0.01%	298
2023 Q2	$5.98K	Hold	38	–	–	﹤0.01%	304
2023 Q1	$6.2K	Hold	38	–	–	﹤0.01%	299
2022 Q4	$6.82K	Buy	+38	New	+$6.63K	﹤0.01%	291
2022 Q1	–	Sell	-38	Closed	-$4K	–	326
2021 Q4	$4K	Hold	38	–	–	﹤0.01%	311
2021 Q3	$4K	Hold	38	–	–	﹤0.01%	297
2021 Q2	$4K	Hold	38	–	–	﹤0.01%	302
2021 Q1	$4K	Hold	38	–	–	﹤0.01%	312
2020 Q4	$3K	Buy	+38	New	+$3.08K	﹤0.01%	319

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

DB Wealth Management Group's CVX Position: Q4 2023 in Review

DB Wealth Management Group held its Chevron (CVX) position steady in Q4 2023 at 38 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

DB Wealth Management Group first reported a position in CVX in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.82K in Q4 2022. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

DB Wealth Management Group held 38 shares of Chevron worth $5.67K as of Q4 2023.
DB Wealth Management Group left its Chevron share count unchanged in Q4 2023.
Chevron made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #305 holding.
DB Wealth Management Group first reported a position in Chevron in Q4 2020 and has held it in 10 quarters since.
DB Wealth Management Group's Chevron position peaked at $6.82K in Q4 2022.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.