Frontier Wealth Management’s Chevron CVX Stock Holding History

Frontier 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 Q2	$8.16M	Buy	56,336 +4,374	+8%	+$723K	0.59%	42
2022 Q1	$8.78M	Sell	51,962 -16,409	-24%	-$2.35M	0.11%	33
2021 Q4	$8.02M	Buy	68,371 +4,149	+6%	+$471K	0.53%	39
2021 Q3	$6.51M	Buy	64,222 +16,527	+35%	+$1.65M	0.45%	46
2021 Q2	$5M	Buy	47,695 +7,841	+20%	+$828K	0.35%	59
2021 Q1	$4.18M	Sell	39,854 -2,593	-6%	-$253K	0.32%	61
2020 Q4	$3.58M	Buy	42,447 +19,795	+87%	+$1.6M	0.29%	68
2020 Q3	$1.63M	Buy	22,652 +3,205	+16%	+$270K	0.15%	110
2020 Q2	$1.74M	Buy	19,447 +4,885	+34%	+$437K	0.16%	105
2020 Q1	$1.05M	Buy	14,562 +3,533	+32%	+$349K	0.17%	111
2019 Q4	$1.33M	Sell	11,029 -633	-5%	-$74.6K	0.21%	104
2019 Q3	$1.38M	Sell	11,662 -504	-4%	-$61.2K	0.2%	107
2019 Q2	$1.51M	Buy	12,166 +197	+2%	+$23.8K	0.22%	93
2019 Q1	$1.47M	Buy	11,969 +694	+6%	+$82.1K	0.2%	113
2018 Q4	$1.23M	Sell	11,275 -1,280	-10%	-$148K	0.19%	123
2018 Q3	$1.53M	Buy	12,555 +598	+5%	+$72.5K	0.15%	113
2018 Q2	$1.51M	Sell	11,957 -266	-2%	-$33K	0.22%	108
2018 Q1	$1.39M	Buy	12,223 +3,165	+35%	+$378K	0.2%	122
2017 Q4	$1.13M	Sell	9,058 -3,293	-27%	-$390K	0.18%	128
2017 Q3	$1.45M	Buy	12,351 +3,029	+32%	+$331K	0.21%	119
2017 Q2	$973K	Buy	9,322 +2,200	+31%	+$233K	0.15%	156
2017 Q1	$765K	Buy	7,122 +1,101	+18%	+$123K	0.12%	176
2016 Q4	$709K	Hold	6,021	–	–	0.12%	181
2016 Q3	$620K	Sell	6,021 -1,608	-21%	-$164K	0.09%	182
2016 Q2	$800K	Sell	7,629 -2,600	-25%	-$262K	0.13%	156
2016 Q1	$976K	Buy	10,229 +263	+3%	+$23K	0.08%	136
2015 Q4	$897K	Sell	9,966 -150	-1%	-$13.5K	0.14%	149
2015 Q3	$798K	Buy	10,116 +3,445	+52%	+$290K	0.13%	155
2015 Q2	$644K	Sell	6,671 -3,283	-33%	-$345K	0.1%	176
2015 Q1	$1.04M	Sell	9,954 -10,552	-51%	-$1.13M	0.17%	101
2014 Q4	$2.3M	Buy	+20,506	New	+$2.33M	0.43%	41

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Frontier Wealth Management's CVX Position: Q2 2022 in Review

Frontier Wealth Management increased its Chevron (CVX) stake by 8.4% in Q2 2022, buying an estimated $723K and bringing the position to 56,336 shares worth $8.16M. The position accounts for 0.59% of the portfolio, ranked #42.

Frontier Wealth Management first reported a position in CVX in Q4 2014 and has held it in 31 quarters since. The position peaked at $8.78M in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Frontier Wealth Management held 56,336 shares of Chevron worth $8.16M as of Q2 2022.
Frontier Wealth Management bought 4,374 Chevron shares in Q2 2022, an estimated $723K.
Chevron made up 0.59% of Frontier Wealth Management's portfolio in Q2 2022, its #42 holding.
Frontier Wealth Management first reported a position in Chevron in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Chevron position peaked at $8.78M in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.