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Ford Financial Group’s Chevron CVX Stock Holding History

Ford Financial 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
Q1 		– Sell
-9,430
Closed -$1.69M – 24
2022
Q4 		$1.69M Buy
9,430
+243
+3% +$42.4K 0.67% 31
2022
Q3 		$1.32M Sell
9,187
-217
-2% -$33.1K 0.55% 34
2022
Q2 		$1.36M Sell
9,404
-36
-0.4% -$5.95K 0.55% 40
2022
Q1 		$1.54M Sell
9,440
-653
-6% -$93.6K 0.59% 35
2021
Q4 		$1.18K Sell
10,093
-177
-2% -$20.1K 0.24% 38
2021
Q3 		$1.04M Sell
10,270
-468
-4% -$46.7K 0.4% 38
2021
Q2 		$1.12M Sell
10,738
-282
-3% -$29.8K 0.42% 36
2021
Q1 		$1.15M Buy
11,020
+141
+1% +$13.8K 0.5% 36
2020
Q4 		$918K Sell
10,879
-2,871
-21% -$232K 0.43% 37
2020
Q3 		$990K Sell
13,750
-498
-3% -$41.9K 0.54% 32
2020
Q2 		$1.27M Sell
14,248
-40
-0.3% -$3.58K 0.71% 27
2020
Q1 		$1.03M Buy
14,288
+2,854
+25% +$282K 0.69% 26
2019
Q4 		$1.38M Buy
11,434
+369
+3% +$43.5K 0.79% 21
2019
Q3 		$1.31M Buy
11,065
+249
+2% +$30.2K 0.84% 20
2019
Q2 		$1.35M Buy
10,816
+225
+2% +$27.2K 0.91% 20
2019
Q1 		$1.3M Sell
10,591
-836
-7% -$98.9K 0.94% 22
2018
Q4 		$1.24M Buy
11,427
+9,777
+593% +$1.13M 0.94% 21
2018
Q3 		$205K Sell
1,650
-345
-17% -$41.9K 0.15% 33
2018
Q2 		$247K Hold
1,995
– – 0.18% 32
2018
Q1 		$227K Sell
1,995
-11
-0.5% -$1.31K 0.18% 37
2017
Q4 		$257K Buy
+2,006
New +$238K 0.19% 32

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

Ford Financial Group's CVX Position: Q1 2023 in Review

Ford Financial Group sold out of Chevron (CVX) in Q1 2023, closing a stake of 9,430 shares — an estimated $1.69M sold.

Ford Financial Group first reported a position in CVX in Q4 2017 and held it in 21 quarters. The position peaked at $1.69M in Q4 2022. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Ford Financial Group reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 9,430 Chevron shares in Q1 2023, an estimated $1.69M.
  • Ford Financial Group first reported a position in Chevron in Q4 2017 and held it in 21 quarters.
  • Ford Financial Group's Chevron position peaked at $1.69M in Q4 2022.
  • 3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.