Freedom Wealth Alliance’s Chevron CVX Stock Holding History

Freedom Wealth Alliance’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	-692	Closed	-$124K	–	148
2022 Q4	$124K	Buy	+692	New	+$121K	0.18%	78

Other funds holding CVX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Wealth Alliance's CVX Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Chevron (CVX) in Q1 2023, closing a stake of 692 shares — an estimated $124K sold.

Freedom Wealth Alliance first reported a position in CVX in Q4 2022 and held it in 1 quarter. The position peaked at $124K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Freedom Wealth Alliance reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 692 Chevron shares in Q1 2023, an estimated $124K.
Freedom Wealth Alliance first reported a position in Chevron in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Chevron position peaked at $124K in Q4 2022.
3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.