Domani Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.2M | Sell |
7,326
-100
| -1% | -$16.8K | 0.28% | 43 |
|
|
2022
Q4 | $1.33M | Buy |
7,426
+54
| +0.7% | +$9.42K | 0.33% | 39 |
|
|
2022
Q3 | $1.06M | Buy |
7,372
+250
| +4% | +$38.1K | 0.31% | 35 |
|
|
2022
Q2 | $1.03M | Hold |
7,122
| – | – | 0.28% | 38 |
|
|
2022
Q1 | $1.16M | Sell |
7,122
-82
| -1% | -$11.8K | 0.25% | 45 |
|
|
2021
Q4 | $845K | Buy |
7,204
+102
| +1% | +$11.6K | 0.17% | 52 |
|
|
2021
Q3 | $720K | Sell |
7,102
-164
| -2% | -$16.4K | 0.15% | 53 |
|
|
2021
Q2 | $761K | Sell |
7,266
-209
| -3% | -$22.1K | 0.15% | 53 |
|
|
2021
Q1 | $783K | Sell |
7,475
-931
| -11% | -$90.9K | 0.15% | 53 |
|
|
2020
Q4 | $710K | Sell |
8,406
-313
| -4% | -$25.3K | 0.14% | 56 |
|
|
2020
Q3 | $628K | Sell |
8,719
-166
| -2% | -$14K | 0.14% | 61 |
|
|
2020
Q2 | $793K | Sell |
8,885
-315
| -3% | -$28.2K | 0.19% | 53 |
|
|
2020
Q1 | $667K | Buy |
9,200
+252
| +3% | +$24.9K | 0.18% | 59 |
|
|
2019
Q4 | $1.08M | Hold |
8,948
| – | – | 0.36% | 36 |
|
|
2019
Q3 | $1.06M | Buy |
8,948
+12
| +0.1% | +$1.46K | 0.38% | 34 |
|
|
2019
Q2 | $1.11M | Buy |
8,936
+9
| +0.1% | +$1.09K | 0.41% | 33 |
|
|
2019
Q1 | $1.1M | Hold |
8,927
| – | – | 0.44% | 34 |
|
|
2018
Q4 | $971K | Hold |
8,927
| – | – | 0.45% | 32 |
|
|
2018
Q3 | $1.09M | Sell |
8,927
-60
| -0.7% | -$7.28K | 0.47% | 32 |
|
|
2018
Q2 | $1.14M | Buy |
8,987
+51
| +0.6% | +$6.33K | 0.52% | 31 |
|
|
2018
Q1 | $1.02M | Hold |
8,936
| – | – | 0.44% | 35 |
|
|
2017
Q4 | $1.12M | Hold |
8,936
| – | – | 0.49% | 34 |
|
|
2017
Q3 | $1.05M | Sell |
8,936
-100
| -1% | -$10.9K | 0.45% | 35 |
|
|
2017
Q2 | $943K | Sell |
9,036
-535
| -6% | -$56.7K | 0.39% | 39 |
|
|
2017
Q1 | $1.03M | Sell |
9,571
-339
| -3% | -$38K | 0.42% | 38 |
|
|
2016
Q4 | $1.17M | Sell |
9,910
-735
| -7% | -$80K | 0.47% | 36 |
|
|
2016
Q3 | $1.1M | Sell |
10,645
-313
| -3% | -$32K | 0.42% | 43 |
|
|
2016
Q2 | $1.15M | Sell |
10,958
-1,251
| -10% | -$126K | 0.45% | 41 |
|
|
2016
Q1 | $1.17M | Buy |
12,209
+1,092
| +10% | +$95.5K | 0.44% | 45 |
|
|
2015
Q4 | $1M | Sell |
11,117
-379
| -3% | -$34.2K | 0.39% | 45 |
|
|
2015
Q3 | $907K | Sell |
11,496
-262
| -2% | -$22.1K | 0.49% | 33 |
|
|
2015
Q2 | $1.13M | Buy |
11,758
+10,537
| +863% | +$1.11M | 0.62% | 32 |
|
|
2015
Q1 | $11.6K | Buy |
+1,221
| New | +$130K | 0.17% | 47 |
|
Other funds holding CVX
Domani Wealth's CVX Position: Q1 2023 in Review
Domani Wealth reduced its Chevron (CVX) stake by 1.3% in Q1 2023, selling an estimated $16.8K and leaving 7,326 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #43.
Domani Wealth first reported a position in CVX in Q1 2015 and has held it in 33 quarters since. The position peaked at $1.33M in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.
- Domani Wealth held 7,326 shares of Chevron worth $1.2M as of Q1 2023.
- Domani Wealth sold 100 Chevron shares in Q1 2023, an estimated $16.8K.
- Chevron made up 0.28% of Domani Wealth's portfolio in Q1 2023, its #43 holding.
- Domani Wealth first reported a position in Chevron in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's Chevron position peaked at $1.33M in Q4 2022.
- 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.