De Burlo Group’s Chevron CVX Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-150	Closed	-$21.6K	–	105
2022 Q3	$21.6K	Sell	150 -119,838	-100%	-$18.3M	0.01%	125
2022 Q2	$17.4M	Buy	119,988 +119,838	+79,892%	+$19.8M	4.95%	10
2022 Q1	$24.4K	Buy	+150	New	+$21.5K	﹤0.01%	124

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

De Burlo Group's CVX Position: Q4 2022 in Review

De Burlo Group sold out of Chevron (CVX) in Q4 2022, closing a stake of 150 shares — an estimated $21.6K sold.

De Burlo Group first reported a position in CVX in Q1 2022 and held it in 3 quarters. The position peaked at $17.4M in Q2 2022. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

De Burlo Group reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 150 Chevron shares in Q4 2022, an estimated $21.6K.
De Burlo Group first reported a position in Chevron in Q1 2022 and held it in 3 quarters.
De Burlo Group's Chevron position peaked at $17.4M in Q2 2022.
3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.