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Investors Financial Group’s Chevron CVX Stock Holding History

Investors Financial Group’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
Q1 		– Sell
-4,930
Closed -$579K – 40
2021
Q4 		$579K Buy
4,930
+435
+10% +$49.4K 0.27% 97
2021
Q3 		$456K Buy
4,495
+4
+0.1% +$399 0.24% 113
2021
Q2 		$470K Buy
4,491
+417
+10% +$44K 0.25% 108
2021
Q1 		$427K Sell
4,074
-129
-3% -$12.6K 0.25% 106
2020
Q4 		$355K Buy
4,203
+32
+0.8% +$2.59K 0.23% 113
2020
Q3 		$300K Buy
4,171
+1,622
+64% +$136K 0.22% 111
2020
Q2 		$227K Buy
+2,549
New +$228K 0.19% 127
2020
Q1 		– Sell
-4,187
Closed -$505K – 129
2019
Q4 		$505K Buy
+4,187
New +$493K 0.41% 68

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investors Financial Group's CVX Position: Q1 2022 in Review

Investors Financial Group sold out of Chevron (CVX) in Q1 2022, closing a stake of 4,930 shares — an estimated $579K sold.

Investors Financial Group first reported a position in CVX in Q4 2019 and held it in 8 quarters. The position peaked at $579K in Q4 2021. 3,063 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • Investors Financial Group reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 4,930 Chevron shares in Q1 2022, an estimated $579K.
  • Investors Financial Group first reported a position in Chevron in Q4 2019 and held it in 8 quarters.
  • Investors Financial Group's Chevron position peaked at $579K in Q4 2021.
  • 3,063 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.