Financial Planners of Cleveland’s Chevron CVX Stock Holding History

Financial Planners of Cleveland’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 Q2	–	Sell	-1,895	Closed	-$309K	–	9
2022 Q1	$309K	Sell	1,895 -2,775	-59%	-$398K	0.13%	45
2021 Q4	$552K	Buy	+4,670	New	+$530K	0.22%	36

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Planners of Cleveland's CVX Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Chevron (CVX) in Q2 2022, closing a stake of 1,895 shares — an estimated $309K sold.

Financial Planners of Cleveland first reported a position in CVX in Q4 2021 and held it in 2 quarters. The position peaked at $552K in Q4 2021. 3,054 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Financial Planners of Cleveland reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Financial Planners of Cleveland sold 1,895 Chevron shares in Q2 2022, an estimated $309K.
Financial Planners of Cleveland first reported a position in Chevron in Q4 2021 and held it in 2 quarters.
Financial Planners of Cleveland's Chevron position peaked at $552K in Q4 2021.
3,054 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.