Foresight Wealth Management’s Chevron CVX Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-13,602	Closed	-$1.95M	–	32
2022 Q3	$1.95M	Buy	13,602 +264	+2%	+$40.3K	0.45%	19
2022 Q2	$1.93M	Sell	13,338 -338	-2%	-$55.9K	0.4%	22
2022 Q1	$2.23M	Sell	13,676 -1,800	-12%	-$258K	0.41%	23
2021 Q4	$1.82M	Sell	15,476 -511	-3%	-$58K	0.02%	31
2021 Q3	$1.62M	Sell	15,987 -2,084	-12%	-$208K	0.33%	27
2021 Q2	$1.89M	Buy	18,071 +1,444	+9%	+$152K	0.42%	27
2021 Q1	$1.74M	Buy	16,627 +9,200	+124%	+$898K	0.44%	29
2020 Q4	$627K	Buy	7,427 +2,894	+64%	+$234K	0.17%	54
2020 Q3	$326K	Buy	4,533 +1,762	+64%	+$148K	0.11%	70
2020 Q2	$247K	Sell	2,771 -835	-23%	-$74.8K	0.11%	80
2020 Q1	$261K	Sell	3,606 -1,766	-33%	-$175K	0.18%	72
2019 Q4	$647K	Sell	5,372 -87	-2%	-$10.2K	0.4%	48
2019 Q3	$647K	Buy	5,459 +11	+0.2%	+$1.34K	0.47%	46
2019 Q2	$678K	Buy	5,448 +1	+0%	+$121	0.51%	46
2019 Q1	$671K	Buy	5,447 +3,184	+141%	+$377K	0.58%	46
2018 Q4	$246K	Buy	+2,263	New	+$262K	0.26%	71

Other funds holding CVX

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

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

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return