Guardian Financial Partners’s Chevron CVX Stock Holding History

Guardian Financial Partners’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	-3,064	Closed	-$493K	–	41
2022 Q1	$493K	Buy	+3,064	New	+$439K	0.51%	21

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

Guardian Financial Partners's CVX Position: Q2 2022 in Review

Guardian Financial Partners sold out of Chevron (CVX) in Q2 2022, closing a stake of 3,064 shares — an estimated $493K sold.

Guardian Financial Partners first reported a position in CVX in Q1 2022 and held it in 1 quarter. The position peaked at $493K in Q1 2022. 3,055 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Guardian Financial Partners reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Guardian Financial Partners sold 3,064 Chevron shares in Q2 2022, an estimated $493K.
Guardian Financial Partners first reported a position in Chevron in Q1 2022 and held it in 1 quarter.
Guardian Financial Partners's Chevron position peaked at $493K in Q1 2022.
3,055 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Guardian Financial Partners's 13F filing for Q2 2022, filed 13 Jul 2022.