Echo45 Advisors’s Chevron CVX Stock Holding History

Echo45 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
2023 Q2	–	Sell	-1,269	Closed	-$207K	–	48
2023 Q1	$207K	Sell	1,269 -18	-1%	-$3.02K	0.17%	48
2022 Q4	$231K	Buy	+1,287	New	+$225K	0.21%	46
2022 Q3	–	Sell	-1,521	Closed	-$220K	–	42
2022 Q2	$220K	Sell	1,521 -1,099	-42%	-$182K	0.21%	43
2022 Q1	$427K	Sell	2,620 -698	-21%	-$100K	0.33%	37
2021 Q4	$389K	Buy	+3,318	New	+$377K	0.31%	53

Other funds holding CVX

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Echo45 Advisors's CVX Position: Q2 2023 in Review

Echo45 Advisors sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,269 shares — an estimated $207K sold.

Echo45 Advisors first reported a position in CVX in Q4 2021 and held it in 5 quarters. The position peaked at $427K in Q1 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Echo45 Advisors reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
Echo45 Advisors sold 1,269 Chevron shares in Q2 2023, an estimated $207K.
Echo45 Advisors first reported a position in Chevron in Q4 2021 and held it in 5 quarters.
Echo45 Advisors's Chevron position peaked at $427K in Q1 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Echo45 Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.