Jackson Wealth Management’s Chevron CVX Stock Holding History

Jackson Wealth 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 Q2	–	Sell	-1,549	Closed	-$252K	–	100
2022 Q1	$252K	Buy	+1,549	New	+$222K	0.04%	108
2015 Q4	–	Sell	-2,604	Closed	-$205K	–	75
2015 Q3	$205K	Sell	2,604 -250	-9%	-$21K	0.07%	96
2015 Q2	$276K	Sell	2,854 -1,743	-38%	-$183K	0.09%	95
2015 Q1	$483K	Sell	4,597 -14,475	-76%	-$1.54M	0.16%	89
2014 Q4	$2.14M	Buy	+19,072	New	+$2.17M	0.7%	40

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

Jackson Wealth Management's CVX Position: Q2 2022 in Review

Jackson Wealth Management sold out of Chevron (CVX) in Q2 2022, closing a stake of 1,549 shares — an estimated $252K sold.

Jackson Wealth Management first reported a position in CVX in Q4 2014 and held it in 5 quarters. The position peaked at $2.14M in Q4 2014. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Jackson Wealth Management reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Jackson Wealth Management sold 1,549 Chevron shares in Q2 2022, an estimated $252K.
Jackson Wealth Management first reported a position in Chevron in Q4 2014 and held it in 5 quarters.
Jackson Wealth Management's Chevron position peaked at $2.14M in Q4 2014.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.