FWM
CVX icon

Filbrandt Wealth Management’s Chevron CVX Stock Holding History

Filbrandt 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
2021
Q3 		$23K Buy
231
+21
+10% +$2.1K 0.01% 110
2021
Q2 		$22K Hold
210
– – 0.01% 115
2021
Q1 		$22K Hold
210
– – 0.01% 110
2020
Q4 		$18K Hold
210
– – 0.01% 118
2020
Q3 		$15K Sell
210
-226
-52% -$19K 0.01% 118
2020
Q2 		$39K Buy
436
+226
+108% +$20.2K 0.03% 140
2020
Q1 		$15K Hold
210
– – 0.02% 110
2019
Q4 		$25K Buy
+210
New +$24.7K 0.02% 111

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Filbrandt Wealth Management's CVX Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Chevron (CVX) stake by 10% in Q3 2021, buying an estimated $2.1K and bringing the position to 231 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #110.

Filbrandt Wealth Management first reported a position in CVX in Q4 2019 and has held it in 8 quarters since. The position peaked at $39K in Q2 2020. 2,570 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Filbrandt Wealth Management held 231 shares of Chevron worth $23K as of Q3 2021.
  • Filbrandt Wealth Management bought 21 Chevron shares in Q3 2021, an estimated $2.1K.
  • Chevron made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #110 holding.
  • Filbrandt Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's Chevron position peaked at $39K in Q2 2020.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.