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Financial Architects (New Jersey)’s Chevron CVX Stock Holding History

Financial Architects (New Jersey)’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 		$1.21M Buy
7,681
+51
+0.7% +$8.18K 0.18% 124
2023
Q1 		$1.24M Sell
7,630
-355
-4% -$59.5K 0.2% 121
2022
Q4 		$1.43M Buy
7,985
+1,327
+20% +$232K 0.24% 101
2022
Q3 		$957K Buy
6,658
+43
+0.7% +$6.56K 0.17% 133
2022
Q2 		$958K Sell
6,615
-24
-0.4% -$3.97K 1.22% 18
2022
Q1 		$1.08M Sell
6,639
-416
-6% -$59.7K 0.15% 138
2021
Q4 		$828K Buy
7,055
+352
+5% +$40K 0.11% 164
2021
Q3 		$680K Sell
6,703
-540
-7% -$53.9K 0.1% 166
2021
Q2 		$759K Buy
7,243
+45
+0.6% +$4.75K 0.11% 161
2021
Q1 		$754K Buy
7,198
+774
+12% +$75.6K 0.12% 156
2020
Q4 		$543K Sell
6,424
-258
-4% -$20.9K 0.1% 160
2020
Q3 		$481K Sell
6,682
-271
-4% -$22.8K 0.11% 154
2020
Q2 		$620K Sell
6,953
-818
-11% -$73.2K 0.14% 130
2020
Q1 		$563K Sell
7,771
-952
-11% -$94.1K 0.15% 122
2019
Q4 		$1.05M Sell
8,723
-349
-4% -$41.1K 0.23% 88
2019
Q3 		$1.08M Sell
9,072
-1,030
-10% -$125K 0.25% 86
2019
Q2 		$1.26M Sell
10,102
-801
-7% -$96.9K 0.23% 88
2019
Q1 		$1.34M Sell
10,903
-121
-1% -$14.3K 0.23% 86
2018
Q4 		$1.2M Buy
11,024
+197
+2% +$22.8K 0.23% 81
2018
Q3 		$1.32M Sell
10,827
-1,658
-13% -$201K 0.22% 83
2018
Q2 		$1.58M Sell
12,485
-583
-4% -$72.4K 0.28% 67
2018
Q1 		$1.49M Buy
13,068
+1,652
+14% +$197K 0.29% 61
2017
Q4 		$1.43M Sell
11,416
-2,139
-16% -$254K 0.24% 76
2017
Q3 		$1.59M Sell
13,555
-300
-2% -$32.7K 0.28% 66
2017
Q2 		$1.45M Buy
13,855
+1,406
+11% +$149K 0.26% 70
2017
Q1 		$1.34M Buy
12,449
+70
+0.6% +$7.85K 0.24% 84
2016
Q4 		$1.46M Sell
12,379
-476
-4% -$51.8K 0.34% 65
2016
Q3 		$1.32M Buy
12,855
+959
+8% +$97.9K 0.36% 62
2016
Q2 		$1.25M Buy
11,896
+1,532
+15% +$154K 0.35% 61
2016
Q1 		$989K Sell
10,364
-251
-2% -$22K 0.35% 64
2015
Q4 		$955K Buy
10,615
+11
+0.1% +$992 0.38% 65
2015
Q3 		$836K Sell
10,604
-2,120
-17% -$178K 0.35% 66
2015
Q2 		$1.23M Sell
12,724
-66
-0.5% -$6.93K 0.44% 43
2015
Q1 		$1.34M Buy
12,790
+483
+4% +$51.5K 0.52% 39
2014
Q4 		$1.38M Buy
12,307
+1,943
+19% +$221K 0.6% 33
2014
Q3 		$1.24M Sell
10,364
-28
-0.3% -$3.57K 0.61% 32
2014
Q2 		$1.36M Buy
10,392
+65
+0.6% +$8.09K 0.66% 28
2014
Q1 		$1.23M Sell
10,327
-159
-2% -$18.5K 0.73% 29
2013
Q4 		$1.31M Buy
10,486
+2,946
+39% +$356K 0.77% 28
2013
Q3 		$912K Buy
7,540
+190
+3% +$23.4K 0.59% 36
2013
Q2 		$874K Buy
+7,350
New +$888K 0.64% 32

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

Financial Architects (New Jersey)'s CVX Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Chevron (CVX) stake by 0.67% in Q2 2023, buying an estimated $8.18K and bringing the position to 7,681 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #124.

Financial Architects (New Jersey) first reported a position in CVX in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.59M in Q3 2017. 3,277 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Financial Architects (New Jersey) held 7,681 shares of Chevron worth $1.21M as of Q2 2023.
  • Financial Architects (New Jersey) bought 51 Chevron shares in Q2 2023, an estimated $8.18K.
  • Chevron made up 0.18% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #124 holding.
  • Financial Architects (New Jersey) first reported a position in Chevron in Q2 2013 and has held it in 41 quarters since.
  • Financial Architects (New Jersey)'s Chevron position peaked at $1.59M in Q3 2017.
  • 3,277 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.