First Command Bank’s Chevron CVX Stock Holding History

First Command Bank’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	$2.47M	Buy	15,701 +7,059	+82%	+$1.13M	0.23%	31
2023 Q1	$1.41M	Sell	8,642 -194	-2%	-$32.5K	0.14%	36
2022 Q4	$1.59M	Buy	8,836 +123	+1%	+$21.5K	0.2%	31
2022 Q3	$1.25M	Sell	8,713 -69	-0.8%	-$10.5K	0.18%	30
2022 Q2	$1.27M	Sell	8,782 -23	-0.3%	-$3.8K	0.19%	32
2022 Q1	$1.43M	Buy	8,805 +2,472	+39%	+$355K	0.2%	32
2021 Q4	$642K	Hold	6,333	–	–	0.11%	74
2021 Q3	$642K	Buy	6,333 +409	+7%	+$40.8K	0.11%	74
2021 Q2	$620K	Sell	5,924 -39	-0.7%	-$4.12K	0.07%	74
2021 Q1	$626K	Sell	5,963 -660	-10%	-$64.4K	0.14%	68
2020 Q4	$559K	Sell	6,623 -52	-0.8%	-$4.21K	0.14%	66
2020 Q3	$480K	Sell	6,675 -235	-3%	-$19.8K	0.14%	70
2020 Q2	$617K	Buy	6,910 +273	+4%	+$24.4K	0.2%	50
2020 Q1	$480K	Sell	6,637 -457	-6%	-$45.2K	0.26%	60
2019 Q4	$854K	Buy	7,094 +135	+2%	+$15.9K	0.4%	39
2019 Q3	$825K	Sell	6,959 -1,071	-13%	-$130K	0.42%	37
2019 Q2	$999K	Hold	8,030	–	–	0.5%	33
2019 Q1	$989K	Buy	8,030 +175	+2%	+$20.7K	0.49%	33
2018 Q4	$854K	Sell	7,855 -587	-7%	-$68K	0.44%	36
2018 Q3	$1.03M	Sell	8,442 -225	-3%	-$27.3K	0.29%	41
2018 Q2	$1.1M	Buy	8,667 +1,830	+27%	+$227K	0.32%	38
2018 Q1	$780K	Sell	6,837 -687	-9%	-$82.1K	0.42%	34
2017 Q4	$942K	Sell	7,524 -663	-8%	-$78.6K	0.53%	30
2017 Q3	$962K	Sell	8,187 -89	-1%	-$9.71K	0.6%	31
2017 Q2	$863K	Buy	8,276 +45	+0.5%	+$4.77K	0.57%	31
2017 Q1	$884K	Sell	8,231 -269	-3%	-$30.2K	0.62%	29
2016 Q4	$1M	Buy	+8,500	New	+$926K	0.8%	24

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 Command Bank's CVX Position: Q2 2023 in Review

First Command Bank increased its Chevron (CVX) stake by 82% in Q2 2023, buying an estimated $1.13M and bringing the position to 15,701 shares worth $2.47M. The position accounts for 0.23% of the portfolio, ranked #31.

First Command Bank first reported a position in CVX in Q4 2016 and has held it in 27 quarters since. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

First Command Bank held 15,701 shares of Chevron worth $2.47M as of Q2 2023.
First Command Bank bought 7,059 Chevron shares in Q2 2023, an estimated $1.13M.
Chevron made up 0.23% of First Command Bank's portfolio in Q2 2023, its #31 holding.
First Command Bank first reported a position in Chevron in Q4 2016 and has held it in 27 quarters since.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.