Estate Counselors’s Chevron CVX Stock Holding History

Estate Counselors’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 Q1	–	Sell	-8,013	Closed	-$1.44M	–	139
2022 Q4	$1.44M	Hold	8,013	–	–	0.2%	70
2022 Q3	$1.15M	Hold	8,013	–	–	0.18%	66
2022 Q2	$1.16M	Buy	+8,013	New	+$1.32M	0.17%	69

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

Estate Counselors's CVX Position: Q1 2023 in Review

Estate Counselors sold out of Chevron (CVX) in Q1 2023, closing a stake of 8,013 shares — an estimated $1.44M sold.

Estate Counselors first reported a position in CVX in Q2 2022 and held it in 3 quarters. The position peaked at $1.44M in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Estate Counselors reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
Estate Counselors sold 8,013 Chevron shares in Q1 2023, an estimated $1.44M.
Estate Counselors first reported a position in Chevron in Q2 2022 and held it in 3 quarters.
Estate Counselors's Chevron position peaked at $1.44M in Q4 2022.
3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Estate Counselors's 13F filing for Q1 2023, filed 4 May 2023.