Enlightenment Research’s Chevron CVX Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-3,674	Closed	-$528K	–	22
2022 Q3	$528K	Buy	3,674 +1,019	+38%	+$155K	1.17%	27
2022 Q2	$384K	Buy	+2,655	New	+$439K	0.82%	41
2021 Q1	–	Sell	-4,700	Closed	-$397K	–	151
2020 Q4	$397K	Buy	+4,700	New	+$381K	0.56%	48
2020 Q3	–	Sell	-6,106	Closed	-$545K	–	80
2020 Q2	$545K	Buy	6,106 +604	+11%	+$54.1K	1.3%	24
2020 Q1	$514K	Buy	+5,502	New	+$544K	0.55%	39
2019 Q4	–	Sell	-6,900	Closed	-$818K	–	73
2019 Q3	$818K	Buy	+6,900	New	+$838K	1.81%	13
2019 Q2	–	Sell	-7,600	Closed	-$936K	–	276
2019 Q1	$936K	Buy	7,600 +4,100	+117%	+$485K	1.82%	14
2018 Q4	$381K	Buy	+3,500	New	+$405K	0.47%	37

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Enlightenment Research's CVX Position: Q4 2022 in Review

Enlightenment Research sold out of Chevron (CVX) in Q4 2022, closing a stake of 3,674 shares — an estimated $528K sold.

Enlightenment Research first reported a position in CVX in Q4 2018 and held it in 8 quarters. The position peaked at $936K in Q1 2019. 3,283 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

Enlightenment Research reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 3,674 Chevron shares in Q4 2022, an estimated $528K.
Enlightenment Research first reported a position in Chevron in Q4 2018 and held it in 8 quarters.
Enlightenment Research's Chevron position peaked at $936K in Q1 2019.
3,283 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.