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James Reed Financial Services’s Chevron CVX Stock Holding History

James Reed Financial Services’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
-100
Closed -$11K – 51
2021
Q4 		$11K Buy
+100
New +$11.4K 0.01% 97

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

James Reed Financial Services's CVX Position: Q1 2022 in Review

James Reed Financial Services sold out of Chevron (CVX) in Q1 2022, closing a stake of 100 shares — an estimated $11K sold.

James Reed Financial Services first reported a position in CVX in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 3,064 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • James Reed Financial Services reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 100 Chevron shares in Q1 2022, an estimated $11K.
  • James Reed Financial Services first reported a position in Chevron in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Chevron position peaked at $11K in Q4 2021.
  • 3,064 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.