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Financial Strategies Group’s Chevron CVX Stock Holding History

Financial Strategies Group’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
Q4 		– Sell
-1,998
Closed -$335K – 78
2023
Q3 		$335K Hold
1,998
– – 0.11% 60
2023
Q2 		$314K Buy
1,998
+12
+0.6% +$1.92K 0.1% 65
2023
Q1 		$324K Buy
1,986
+11
+0.6% +$1.84K 0.12% 63
2022
Q4 		$355K Sell
1,975
-47
-2% -$8.2K 0.15% 60
2022
Q3 		$291K Buy
2,022
+91
+5% +$13.9K 0.13% 66
2022
Q2 		$280K Buy
1,931
+23
+1% +$3.8K 0.12% 73
2022
Q1 		$311K Buy
1,908
+11
+0.6% +$1.58K 0.12% 71
2021
Q4 		$223K Buy
+1,897
New +$215K 0.09% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Strategies Group's CVX Position: Q4 2023 in Review

Financial Strategies Group sold out of Chevron (CVX) in Q4 2023, closing a stake of 1,998 shares — an estimated $335K sold.

Financial Strategies Group first reported a position in CVX in Q4 2021 and held it in 8 quarters. The position peaked at $355K in Q4 2022. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • Financial Strategies Group reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
  • Financial Strategies Group sold 1,998 Chevron shares in Q4 2023, an estimated $335K.
  • Financial Strategies Group first reported a position in Chevron in Q4 2021 and held it in 8 quarters.
  • Financial Strategies Group's Chevron position peaked at $355K in Q4 2022.
  • 3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Financial Strategies Group's 13F filing for Q4 2023, filed 30 Jan 2024.