First Capital Advisors Group’s Chevron CVX Stock Holding History

First Capital Advisors 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 Q2	$724K	Sell	4,599 -1	-0%	-$160	0.38%	63
2023 Q1	$751K	Buy	4,600 +30	+0.7%	+$5.03K	0.48%	59
2022 Q4	$820K	Sell	4,570 -718	-14%	-$125K	0.56%	52
2022 Q3	$760K	Sell	5,288 -207	-4%	-$31.6K	0.63%	44
2022 Q2	$796K	Buy	+5,495	New	+$908K	0.55%	46
2018 Q4	$643K	Buy	5,912 +324	+6%	+$37.5K	0.48%	50
2018 Q3	$683K	Hold	5,588	–	–	0.42%	51
2018 Q2	$706K	Sell	5,588 -8	-0.1%	-$993	0.47%	47
2018 Q1	$638K	Sell	5,596 -376	-6%	-$44.9K	0.37%	55
2017 Q4	$748K	Sell	5,972 -664	-10%	-$78.7K	0.47%	52
2017 Q3	$780K	Buy	6,636 +433	+7%	+$47.3K	0.54%	47
2017 Q2	$647K	Sell	6,203 -638	-9%	-$67.6K	0.44%	72
2017 Q1	$735K	Buy	6,841 +80	+1%	+$8.97K	0.55%	57
2016 Q4	$796K	Buy	+6,761	New	+$736K	0.74%	32

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Capital Advisors Group's CVX Position: Q2 2023 in Review

First Capital Advisors Group reduced its Chevron (CVX) stake by 0.02% in Q2 2023, selling an estimated $160 and leaving 4,599 shares worth $724K. The position accounts for 0.38% of the portfolio, ranked #63.

First Capital Advisors Group first reported a position in CVX in Q4 2016 and has held it in 14 quarters since. The position peaked at $820K in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

First Capital Advisors Group held 4,599 shares of Chevron worth $724K as of Q2 2023.
First Capital Advisors Group sold 1 Chevron share in Q2 2023, an estimated $160.
Chevron made up 0.38% of First Capital Advisors Group's portfolio in Q2 2023, its #63 holding.
First Capital Advisors Group first reported a position in Chevron in Q4 2016 and has held it in 14 quarters since.
First Capital Advisors Group's Chevron position peaked at $820K in Q4 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.