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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
2020
Q2 		– Sell
-1,400
Closed -$41K – 111
2020
Q1 		$41K Sell
1,400
-1,800
-56% -$178K 0.03% 95
2019
Q4 		$5K Hold
3,200
– – ﹤0.01% 121
2019
Q3 		$11K Hold
3,200
– – 0.01% 115
2019
Q2 		$10K Hold
3,200
– – 0.01% 111
2019
Q1 		$13K Buy
+3,200
New +$379K 0.01% 100

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foresight Wealth Management's CVX Position: Q4 2022 in Review

Foresight Wealth Management sold out of Chevron (CVX) in Q4 2022, closing a stake of 13,602 shares — an estimated $1.95M sold.

Foresight Wealth Management first reported a position in CVX in Q4 2018 and held it in 16 quarters. The position peaked at $2.23M in Q1 2022. 3,285 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Foresight Wealth Management reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 13,602 Chevron shares in Q4 2022, an estimated $1.95M.
  • Foresight Wealth Management first reported a position in Chevron in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Chevron position peaked at $2.23M in Q1 2022.
  • 3,285 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.