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Dixon Hughes Goodman Wealth Advisors’s Chevron CVX Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$1.06M Buy
6,495
+2,021
+45% +$290K 0.3% 53
2021
Q4 		$525K Buy
+4,474
New +$508K 0.17% 81

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's CVX Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Chevron (CVX) stake by 45% in Q1 2022, buying an estimated $290K and bringing the position to 6,495 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #53.

Dixon Hughes Goodman Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 2 quarters since. 3,063 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 6,495 shares of Chevron worth $1.06M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 2,021 Chevron shares in Q1 2022, an estimated $290K.
  • Chevron made up 0.3% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #53 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 2 quarters since.
  • 3,063 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.