JWBC
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John W. Brooker & Co’s Chevron CVX Stock Holding History

John W. Brooker & Co’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 		– Sell
-591
Closed -$85K – 87
2022
Q3 		$85K Hold
591
– – 0.05% 73
2022
Q2 		$86K Hold
591
– – 0.05% 68
2022
Q1 		$96K Hold
591
– – 0.05% 69
2021
Q4 		$69K Sell
591
-40
-6% -$4.54K 0.04% 73
2021
Q3 		$64K Sell
631
-45
-7% -$4.49K 0.04% 72
2021
Q2 		$71K Sell
676
-50
-7% -$5.28K 0.04% 69
2021
Q1 		$76K Sell
726
-119
-14% -$11.6K 0.05% 66
2020
Q4 		$71K Buy
845
+50
+6% +$4.05K 0.05% 65
2020
Q3 		$57K Sell
795
-792
-50% -$66.6K 0.04% 66
2020
Q2 		$142K Sell
1,587
-70
-4% -$6.27K 0.1% 50
2020
Q1 		$120K Sell
1,657
-70
-4% -$6.92K 0.09% 53
2019
Q4 		$208K Buy
+1,727
New +$203K 0.13% 51

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

John W. Brooker & Co's CVX Position: Q4 2022 in Review

John W. Brooker & Co sold out of Chevron (CVX) in Q4 2022, closing a stake of 591 shares — an estimated $85K sold.

John W. Brooker & Co first reported a position in CVX in Q4 2019 and held it in 12 quarters. The position peaked at $208K in Q4 2019. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • John W. Brooker & Co reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 591 Chevron shares in Q4 2022, an estimated $85K.
  • John W. Brooker & Co first reported a position in Chevron in Q4 2019 and held it in 12 quarters.
  • John W. Brooker & Co's Chevron position peaked at $208K in Q4 2019.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.