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H.L. Ormond & Company’s Chevron CVX Stock Holding History

H.L. Ormond & Company’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
Q3 		$801K Buy
5,575
+686
+14% +$105K 1.28% 32
2022
Q2 		$708K Sell
4,889
-1,029
-17% -$170K 1.15% 42
2022
Q1 		$964K Sell
5,918
-120
-2% -$17.2K 1.18% 36
2021
Q4 		$825K Buy
+6,038
New +$686K 0.97% 47

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

H.L. Ormond & Company's CVX Position: Q3 2022 in Review

H.L. Ormond & Company increased its Chevron (CVX) stake by 14% in Q3 2022, buying an estimated $105K and bringing the position to 5,575 shares worth $801K. The position accounts for 1.28% of the portfolio, ranked #32.

H.L. Ormond & Company first reported a position in CVX in Q4 2021 and has held it in 4 quarters since. The position peaked at $964K in Q1 2022. 3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • H.L. Ormond & Company held 5,575 shares of Chevron worth $801K as of Q3 2022.
  • H.L. Ormond & Company bought 686 Chevron shares in Q3 2022, an estimated $105K.
  • Chevron made up 1.28% of H.L. Ormond & Company's portfolio in Q3 2022, its #32 holding.
  • H.L. Ormond & Company first reported a position in Chevron in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's Chevron position peaked at $964K in Q1 2022.
  • 3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.