Harvest Group Wealth Management’s Chevron CVX Stock Holding History

Harvest Group 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
2023 Q1	$10.3K	Hold	63	–	–	0.01%	82
2022 Q4	$11.3K	Hold	63	–	–	0.01%	80
2022 Q3	$11K	Hold	63	–	–	0.01%	83
2022 Q2	$9K	Sell	63 -35	-36%	-$5.79K	0.01%	94
2022 Q1	$16K	Hold	98	–	–	0.01%	67
2021 Q4	$12K	Sell	98 -22	-18%	-$2.5K	0.01%	55
2021 Q3	$12K	Hold	120	–	–	0.01%	53
2021 Q2	$13K	Buy	+120	New	+$12.7K	0.01%	55
2021 Q1	–	Sell	-1,499	Closed	-$127K	–	189
2020 Q4	$127K	Buy	1,499 +168	+13%	+$13.6K	0.08%	57
2020 Q3	$96K	Buy	1,331 +5	+0.4%	+$421	0.07%	59
2020 Q2	$118K	Buy	1,326 +3	+0.2%	+$269	0.1%	49
2020 Q1	$95K	Sell	1,323 -15	-1%	-$1.48K	0.1%	55
2019 Q4	$161K	Buy	1,338 +2	+0.1%	+$236	0.14%	41
2019 Q3	$158K	Buy	1,336 +4	+0.3%	+$486	0.19%	31
2019 Q2	$165K	Buy	1,332 +3	+0.2%	+$363	0.21%	28
2019 Q1	$164K	Buy	+1,329	New	+$157K	0.15%	43

Other funds holding CVX

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Harvest Group Wealth Management's CVX Position: Q1 2023 in Review

Harvest Group Wealth Management held its Chevron (CVX) position steady in Q1 2023 at 63 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #82.

Harvest Group Wealth Management first reported a position in CVX in Q1 2019 and has held it in 16 quarters since. The position peaked at $165K in Q2 2019. 3,268 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Harvest Group Wealth Management held 63 shares of Chevron worth $10.3K as of Q1 2023.
Harvest Group Wealth Management left its Chevron share count unchanged in Q1 2023.
Chevron made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #82 holding.
Harvest Group Wealth Management first reported a position in Chevron in Q1 2019 and has held it in 16 quarters since.
Harvest Group Wealth Management's Chevron position peaked at $165K in Q2 2019.
3,268 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.