Inspire Investing’s Chevron CVX Stock Holding History

Inspire Investing’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
2021 Q4	–	Sell	-2,000	Closed	-$203K	–	797
2021 Q3	$203K	Hold	2,000	–	–	0.03%	789
2021 Q2	$209K	Hold	2,000	–	–	0.03%	580
2021 Q1	$210K	Buy	+2,000	New	+$195K	0.03%	586
2020 Q4	–	Sell	-6,868	Closed	-$494K	–	644
2020 Q3	$494K	Buy	+6,868	New	+$578K	0.14%	144
2020 Q2	–	Sell	-2,000	Closed	-$145K	–	552
2020 Q1	$145K	Hold	2,000	–	–	0.06%	515
2019 Q4	$241K	Hold	2,000	–	–	0.09%	223
2019 Q3	$237K	Hold	2,000	–	–	0.09%	227
2019 Q2	$249K	Hold	2,000	–	–	0.1%	213
2019 Q1	$246K	Hold	2,000	–	–	0.11%	208
2018 Q4	$218K	Hold	2,000	–	–	0.15%	201
2018 Q3	$245K	Hold	2,000	–	–	0.15%	199
2018 Q2	$253K	Hold	2,000	–	–	0.18%	187
2018 Q1	$228K	Hold	2,000	–	–	0.23%	173
2017 Q4	$250K	Buy	+2,000	New	+$237K	0.21%	36

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Inspire Investing's CVX Position: Q4 2021 in Review

Inspire Investing sold out of Chevron (CVX) in Q4 2021, closing a stake of 2,000 shares — an estimated $203K sold.

Inspire Investing first reported a position in CVX in Q4 2017 and held it in 14 quarters. The position peaked at $494K in Q3 2020. 2,897 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Inspire Investing reported no remaining Chevron position as of Q4 2021 after selling out during the quarter.
Inspire Investing sold 2,000 Chevron shares in Q4 2021, an estimated $203K.
Inspire Investing first reported a position in Chevron in Q4 2017 and held it in 14 quarters.
Inspire Investing's Chevron position peaked at $494K in Q3 2020.
2,897 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Inspire Investing's 13F filing for Q4 2021, filed 3 Feb 2022.