HYA Advisors’s Chevron CVX Stock Holding History

HYA 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	$299K	Buy	2,063 +5	+0.2%	+$827	0.12%	114
2022 Q1	$335K	Buy	2,058 +5	+0.2%	+$717	0.12%	121
2021 Q4	$241K	Buy	2,053 +7	+0.3%	+$795	0.09%	137
2021 Q3	$219K	Buy	2,046 +8	+0.4%	+$798	0.09%	143
2021 Q2	$213K	Buy	2,038 +7	+0.3%	+$739	0.09%	141
2021 Q1	$213K	Buy	+2,031	New	+$198K	0.1%	133
2020 Q1	–	Sell	-2,068	Closed	-$249K	–	104
2019 Q4	$249K	Buy	+2,068	New	+$244K	0.16%	97

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

HYA Advisors's CVX Position: Q2 2022 in Review

HYA Advisors increased its Chevron (CVX) stake by 0.24% in Q2 2022, buying an estimated $827 and bringing the position to 2,063 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #114.

HYA Advisors first reported a position in CVX in Q4 2019 and has held it in 7 quarters since. The position peaked at $335K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

HYA Advisors held 2,063 shares of Chevron worth $299K as of Q2 2022.
HYA Advisors bought 5 Chevron shares in Q2 2022, an estimated $827.
Chevron made up 0.12% of HYA Advisors's portfolio in Q2 2022, its #114 holding.
HYA Advisors first reported a position in Chevron in Q4 2019 and has held it in 7 quarters since.
HYA Advisors's Chevron position peaked at $335K in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.