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Johanson Financial Advisors’s Chevron CVX Stock Holding History

Johanson Financial Advisors’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 		$376K Buy
+3,201
New +$364K 0.12% 98
2021
Q2 		– Sell
-1,955
Closed -$204K – 121
2021
Q1 		$204K Sell
1,955
-1,100
-36% -$107K 0.07% 112
2020
Q4 		$258K Sell
3,055
-1,211
-28% -$98K 0.1% 97
2020
Q3 		$310K Sell
4,266
-1,763
-29% -$148K 0.14% 88
2020
Q2 		$538K Sell
6,029
-206
-3% -$18.4K 0.27% 66
2020
Q1 		$450K Sell
6,235
-1,392,928
-100% -$138M 0.26% 65
2019
Q4 		$11.6M Buy
1,399,163
+1,387,127
+11,525% +$163M 0.55% 36
2019
Q3 		$1.43M Sell
12,036
-2,241
-16% -$272K 0.74% 38
2019
Q2 		$1.78M Sell
14,277
-479
-3% -$57.9K 0.95% 35
2019
Q1 		$1.82M Buy
14,756
+5,467
+59% +$647K 1.02% 33
2018
Q4 		$1.01M Buy
9,289
+1,162
+14% +$135K 0.68% 38
2018
Q3 		$997K Sell
8,127
-149
-2% -$18.1K 0.58% 42
2018
Q2 		$1.05M Sell
8,276
-315
-4% -$39.1K 0.67% 38
2018
Q1 		$981K Sell
8,591
-350
-4% -$41.8K 0.65% 38
2017
Q4 		$1.12M Sell
8,941
-439
-5% -$52.1K 0.74% 35
2017
Q3 		$1.1M Sell
9,380
-1,258
-12% -$137K 0.8% 32
2017
Q2 		$1.11M Sell
10,638
-2,040
-16% -$216K 0.91% 29
2017
Q1 		$1.36M Buy
+12,678
New +$1.42M 1.2% 23
2016
Q4 		– Sell
-12,917
Closed -$1.33M – 20
2016
Q3 		$1.33M Sell
12,917
-118
-0.9% -$12K 1.43% 22
2016
Q2 		$1.36M Buy
13,035
+286
+2% +$28.8K 1.6% 18
2016
Q1 		$1.22M Buy
12,749
+1,233
+11% +$108K 1.5% 19
2015
Q4 		$1.03M Buy
+11,516
New +$1.04M 1.35% 22

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johanson Financial Advisors's CVX Position: Q4 2021 in Review

Johanson Financial Advisors opened a new position in Chevron (CVX) in Q4 2021: 3,201 shares worth $376K. The stake represents 0.12% of the portfolio and ranks #98 among its holdings. This is a return to the name: Johanson Financial Advisors previously reported a position in CVX as recently as Q1 2021.

Johanson Financial Advisors first reported a position in CVX in Q4 2015 and has held it in 22 quarters since. The position peaked at $11.6M in Q4 2019. 2,897 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

  • Johanson Financial Advisors held 3,201 shares of Chevron worth $376K as of Q4 2021.
  • Chevron was a new Johanson Financial Advisors position in Q4 2021.
  • Chevron made up 0.12% of Johanson Financial Advisors's portfolio in Q4 2021, its #98 holding.
  • Johanson Financial Advisors first reported a position in Chevron in Q4 2015 and has held it in 22 quarters since.
  • Johanson Financial Advisors's Chevron position peaked at $11.6M in Q4 2019.
  • 2,897 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.