Doyle Wealth Management’s Chevron CVX Stock Holding History

Doyle Wealth 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	$12.8M	Buy	89,263 +12	+0%	+$1.83K	1.1%	37
2022 Q2	$12.9M	Sell	89,251 -3,237	-3%	-$535K	1.04%	40
2022 Q1	$15.1M	Sell	92,488 -1,430	-2%	-$205K	1.09%	38
2021 Q4	$11M	Sell	93,918 -695	-0.7%	-$78.9K	0.79%	50
2021 Q3	$9.6M	Buy	94,613 +1,618	+2%	+$161K	0.76%	52
2021 Q2	$9.74M	Buy	92,995 +1,516	+2%	+$160K	0.81%	50
2021 Q1	$9.59M	Sell	91,479 -1,061	-1%	-$104K	0.92%	42
2020 Q4	$7.82M	Sell	92,540 -15,393	-14%	-$1.25M	0.79%	48
2020 Q3	$7.77M	Sell	107,933 -3,787	-3%	-$319K	0.9%	41
2020 Q2	$9.97M	Sell	111,720 -31,197	-22%	-$2.79M	1.31%	37
2020 Q1	$10.4M	Sell	142,917 -21,619	-13%	-$2.14M	1.65%	31
2019 Q4	$19.8M	Buy	164,536 +3,989	+2%	+$470K	2.48%	8
2019 Q3	$19M	Buy	160,547 +532	+0.3%	+$64.6K	2.63%	7
2019 Q2	$19.9M	Sell	160,015 -1,043	-0.6%	-$126K	2.75%	6
2019 Q1	$19.6M	Buy	161,058 +707	+0.4%	+$83.6K	2.86%	7
2018 Q4	$17.4M	Sell	160,351 -3,197	-2%	-$370K	2.94%	8
2018 Q3	$20M	Buy	163,548 +2,998	+2%	+$364K	3.11%	6
2018 Q2	$20.3M	Buy	160,550 +9,032	+6%	+$1.12M	3.35%	3
2018 Q1	$17.3M	Buy	151,518 +21,558	+17%	+$2.58M	2.91%	8
2017 Q4	$16.3M	Buy	129,960 +1,879	+1%	+$223K	2.75%	10
2017 Q3	$15.1M	Buy	128,081 +1,934	+2%	+$211K	2.63%	12
2017 Q2	$13.2M	Buy	126,147 +3,393	+3%	+$359K	2.44%	12
2017 Q1	$13.2M	Buy	+122,754	New	+$13.8M	2.69%	11

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

Doyle Wealth Management's CVX Position: Q3 2022 in Review

Doyle Wealth Management increased its Chevron (CVX) stake by 0.01% in Q3 2022, buying an estimated $1.83K and bringing the position to 89,263 shares worth $12.8M. The position accounts for 1.1% of the portfolio, ranked #37.

Doyle Wealth Management first reported a position in CVX in Q1 2017 and has held it in 23 quarters since. The position peaked at $20.3M in Q2 2018. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

Doyle Wealth Management held 89,263 shares of Chevron worth $12.8M as of Q3 2022.
Doyle Wealth Management bought 12 Chevron shares in Q3 2022, an estimated $1.83K.
Chevron made up 1.1% of Doyle Wealth Management's portfolio in Q3 2022, its #37 holding.
Doyle Wealth Management first reported a position in Chevron in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Chevron position peaked at $20.3M in Q2 2018.
3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.