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Integrity Advisory’s Chevron CVX Stock Holding History

Integrity Advisory’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 		$461K Buy
2,566
+35
+1% +$6.11K 0.42% 45
2022
Q3 		$364K Buy
2,531
+18
+0.7% +$2.75K 0.34% 51
2022
Q2 		$364K Sell
2,513
-156
-6% -$25.8K 0.36% 47
2022
Q1 		$435K Buy
+2,669
New +$383K 0.43% 42

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

Integrity Advisory's CVX Position: Q4 2022 in Review

Integrity Advisory increased its Chevron (CVX) stake by 1.4% in Q4 2022, buying an estimated $6.11K and bringing the position to 2,566 shares worth $461K. The position accounts for 0.42% of the portfolio, ranked #45.

Integrity Advisory first reported a position in CVX in Q1 2022 and has held it in 4 quarters since. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Integrity Advisory held 2,566 shares of Chevron worth $461K as of Q4 2022.
  • Integrity Advisory bought 35 Chevron shares in Q4 2022, an estimated $6.11K.
  • Chevron made up 0.42% of Integrity Advisory's portfolio in Q4 2022, its #45 holding.
  • Integrity Advisory first reported a position in Chevron in Q1 2022 and has held it in 4 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.