Hotaling Investment Management’s Chevron CVX Stock Holding History

Hotaling Investment 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
2022 Q4	$335K	Hold	1,868	–	–	0.15%	88
2022 Q3	$268K	Sell	1,868 -700	-27%	-$107K	0.13%	95
2022 Q2	$371K	Buy	2,568 +700	+37%	+$116K	0.16%	94
2022 Q1	$304K	Sell	1,868 -700	-27%	-$100K	0.12%	102
2021 Q4	$301K	Buy	+2,568	New	+$292K	0.1%	111
2021 Q3	–	Sell	-2,693	Closed	-$282K	–	129
2021 Q2	$282K	Buy	2,693 +700	+35%	+$73.9K	0.11%	103
2021 Q1	$209K	Buy	+1,993	New	+$195K	0.09%	107
2020 Q1	–	Sell	-2,144	Closed	-$258K	–	103
2019 Q4	$258K	Sell	2,144 -28	-1%	-$3.3K	0.15%	95
2019 Q3	$258K	Hold	2,172	–	–	0.17%	92
2019 Q2	$270K	Sell	2,172 -355	-14%	-$42.9K	0.17%	98
2019 Q1	$311K	Buy	2,527 +182	+8%	+$21.5K	0.21%	91
2018 Q4	$255K	Buy	+2,345	New	+$272K	0.21%	95

Other funds holding CVX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Hotaling Investment Management's CVX Position: Q4 2022 in Review

Hotaling Investment Management held its Chevron (CVX) position steady in Q4 2022 at 1,868 shares worth $335K. The position accounts for 0.15% of the portfolio, ranked #88.

Hotaling Investment Management first reported a position in CVX in Q4 2018 and has held it in 12 quarters since. The position peaked at $371K in Q2 2022. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

Hotaling Investment Management held 1,868 shares of Chevron worth $335K as of Q4 2022.
Hotaling Investment Management left its Chevron share count unchanged in Q4 2022.
Chevron made up 0.15% of Hotaling Investment Management's portfolio in Q4 2022, its #88 holding.
Hotaling Investment Management first reported a position in Chevron in Q4 2018 and has held it in 12 quarters since.
Hotaling Investment Management's Chevron position peaked at $371K in Q2 2022.
3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.