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EA Series Trust’s Chevron CVX Stock Holding History

EA Series Trust’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
Q2 		$62.9M Buy
+399,770
New +$64.1M 2.21% 3

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EA Series Trust's CVX Position: Q2 2023 in Review

EA Series Trust opened a new position in Chevron (CVX) in Q2 2023: 399,770 shares worth $62.9M. The stake represents 2.21% of the portfolio and ranks #3 among its holdings.

3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • EA Series Trust held 399,770 shares of Chevron worth $62.9M as of Q2 2023.
  • Chevron was a new EA Series Trust position in Q2 2023.
  • Chevron made up 2.21% of EA Series Trust's portfolio in Q2 2023, its #3 holding.
  • 3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.