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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
2018
Q1 		– Sell
-6,000
Closed -$751K – 1416
2017
Q4 		$751K Buy
+6,000
New +$711K 0.13% 126
2017
Q3 		– Sell
-3,000
Closed -$313K – 1499
2017
Q2 		$313K Buy
+3,000
New +$318K 0.06% 218

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.