Guidance Point Advisors’s Chevron CVX Stock Holding History

Guidance Point Advisors’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
2021 Q4	–	Sell	-645	Closed	-$65K	–	161
2021 Q3	$65K	Buy	+645	New	+$64.3K	0.02%	138

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Guidance Point Advisors's CVX Position: Q4 2021 in Review

Guidance Point Advisors sold out of Chevron (CVX) in Q4 2021, closing a stake of 645 shares — an estimated $65K sold.

Guidance Point Advisors first reported a position in CVX in Q3 2021 and held it in 1 quarter. The position peaked at $65K in Q3 2021. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Guidance Point Advisors reported no remaining Chevron position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 645 Chevron shares in Q4 2021, an estimated $65K.
Guidance Point Advisors first reported a position in Chevron in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Chevron position peaked at $65K in Q3 2021.
2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.