FourThought Financial’s Chevron CVX Stock Holding History

FourThought Financial’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 Q3	$9.07M	Buy	63,102 +901	+1%	+$137K	1.34%	20
2022 Q2	$9.01M	Sell	62,201 -11,485	-16%	-$1.9M	1.32%	18
2022 Q1	$12M	Sell	73,686 -1,171	-2%	-$168K	1.52%	13
2021 Q4	$8.78M	Buy	74,857 +3,364	+5%	+$382K	1.1%	24
2021 Q3	$7.25M	Buy	71,493 +15,775	+28%	+$1.57M	0.97%	28
2021 Q2	$5.83M	Buy	55,718 +16,433	+42%	+$1.73M	0.78%	34
2021 Q1	$4.12M	Buy	39,285 +22,918	+140%	+$2.24M	0.6%	43
2020 Q4	$1.38M	Buy	+16,367	New	+$1.33M	0.22%	86

Other funds holding CVX

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FourThought Financial's CVX Position: Q3 2022 in Review

FourThought Financial increased its Chevron (CVX) stake by 1.4% in Q3 2022, buying an estimated $137K and bringing the position to 63,102 shares worth $9.07M. The position accounts for 1.34% of the portfolio, ranked #20.

FourThought Financial first reported a position in CVX in Q4 2020 and has held it in 8 quarters since. The position peaked at $12M in Q1 2022. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

FourThought Financial held 63,102 shares of Chevron worth $9.07M as of Q3 2022.
FourThought Financial bought 901 Chevron shares in Q3 2022, an estimated $137K.
Chevron made up 1.34% of FourThought Financial's portfolio in Q3 2022, its #20 holding.
FourThought Financial first reported a position in Chevron in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Chevron position peaked at $12M in Q1 2022.
3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.