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Freedman Financial Associates’s Chevron CVX Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-727
Closed -$119K – 86
2022
Q1 		$119K Hold
727
– – 0.08% 110
2021
Q4 		$85K Sell
727
-7
-1% -$795 0.06% 134
2021
Q3 		$74K Sell
734
-301
-29% -$30K 0.05% 148
2021
Q2 		$108K Buy
1,035
+124
+14% +$13.1K 0.08% 105
2021
Q1 		$95K Hold
911
– – 0.08% 109
2020
Q4 		$77K Buy
+911
New +$73.8K 0.07% 122

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedman Financial Associates's CVX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Chevron (CVX) in Q2 2022, closing a stake of 727 shares — an estimated $119K sold.

Freedman Financial Associates first reported a position in CVX in Q4 2020 and held it in 6 quarters. The position peaked at $119K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • Freedman Financial Associates reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 727 Chevron shares in Q2 2022, an estimated $119K.
  • Freedman Financial Associates first reported a position in Chevron in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Chevron position peaked at $119K in Q1 2022.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.