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Heritage Wealth Management (Arizona)’s Chevron CVX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$900K Buy
5,012
+2,616
+109% +$457K 0.13% 123
2022
Q3 		$344K Buy
2,396
+297
+14% +$45.3K 0.11% 132
2022
Q2 		$304K Sell
2,099
-177
-8% -$29.3K 0.1% 152
2022
Q1 		$371K Buy
+2,276
New +$326K 0.1% 160
2021
Q3 		$194K Sell
1,909
-24
-1% -$2.39K 0.07% 223
2021
Q2 		$202K Sell
1,933
-40
-2% -$4.22K 0.08% 220
2021
Q1 		$207K Buy
+1,973
New +$193K 0.12% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Heritage Wealth Management (Arizona)'s CVX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Chevron (CVX) stake by 109% in Q4 2022, buying an estimated $457K and bringing the position to 5,012 shares worth $900K. The position accounts for 0.13% of the portfolio, ranked #123.

Heritage Wealth Management (Arizona) first reported a position in CVX in Q1 2021 and has held it in 7 quarters since. 3,283 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 5,012 shares of Chevron worth $900K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 2,616 Chevron shares in Q4 2022, an estimated $457K.
  • Chevron made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #123 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Chevron in Q1 2021 and has held it in 7 quarters since.
  • 3,283 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.