HC Financial Advisors’s Chevron CVX Stock Holding History

HC Financial 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
2022 Q2	$726K	Hold	5,016	–	–	0.49%	58
2022 Q1	$817K	Buy	5,016 +100	+2%	+$14.3K	0.49%	60
2021 Q4	$577K	Hold	4,916	–	–	0.32%	65
2021 Q3	$499K	Sell	4,916 -90	-2%	-$8.98K	0.3%	67
2021 Q2	$524K	Sell	5,006 -337	-6%	-$35.6K	0.31%	66
2021 Q1	$560K	Sell	5,343 -100	-2%	-$9.77K	0.34%	60
2020 Q4	$460K	Buy	5,443 +143	+3%	+$11.6K	0.29%	65
2020 Q3	$382K	Sell	5,300 -407	-7%	-$34.2K	0.27%	65
2020 Q2	$509K	Sell	5,707 -580	-9%	-$51.9K	0.4%	60
2020 Q1	$456K	Sell	6,287 -455	-7%	-$45K	0.41%	59
2019 Q4	$812K	Sell	6,742 -35	-0.5%	-$4.12K	0.64%	55
2019 Q3	$804K	Buy	+6,777	New	+$823K	0.69%	53
2018 Q4	–	Sell	-7,020	Closed	-$858K	–	28
2018 Q3	$858K	Sell	7,020 -70	-1%	-$8.49K	0.76%	48
2018 Q2	$896K	Buy	7,090 +3,746	+112%	+$465K	0.87%	46
2018 Q1	$381K	Sell	3,344 -1,167	-26%	-$140K	0.38%	64
2017 Q4	$565K	Buy	+4,511	New	+$535K	0.55%	54

Other funds holding CVX

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HC Financial Advisors's CVX Position: Q2 2022 in Review

HC Financial Advisors held its Chevron (CVX) position steady in Q2 2022 at 5,016 shares worth $726K. The position accounts for 0.49% of the portfolio, ranked #58.

HC Financial Advisors first reported a position in CVX in Q4 2017 and has held it in 16 quarters since. The position peaked at $896K in Q2 2018. 3,054 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

HC Financial Advisors held 5,016 shares of Chevron worth $726K as of Q2 2022.
HC Financial Advisors left its Chevron share count unchanged in Q2 2022.
Chevron made up 0.49% of HC Financial Advisors's portfolio in Q2 2022, its #58 holding.
HC Financial Advisors first reported a position in Chevron in Q4 2017 and has held it in 16 quarters since.
HC Financial Advisors's Chevron position peaked at $896K in Q2 2018.
3,054 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.