Joseph P. Lucia & Associates’s Chevron CVX Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-336	Closed	-$49K	–	171
2022 Q2	$49K	Buy	336 +150	+81%	+$24.8K	0.03%	185
2022 Q1	$30K	Buy	+186	New	+$26.7K	0.02%	224
2021 Q4	–	Sell	-189	Closed	-$19K	–	216
2021 Q3	$19K	Sell	189 -105	-36%	-$10.5K	0.01%	311
2021 Q2	$31K	Hold	294	–	–	0.02%	262
2021 Q1	$31K	Sell	294 -40	-12%	-$3.91K	0.01%	244
2020 Q4	$28K	Buy	+334	New	+$27K	0.02%	234
2020 Q3	–	Sell	-479	Closed	-$43K	–	158
2020 Q2	$43K	Buy	479 +215	+81%	+$19.2K	0.04%	179
2020 Q1	$19K	Hold	264	–	–	0.02%	226
2019 Q4	$32K	Hold	264	–	–	0.03%	208
2019 Q3	$31K	Hold	264	–	–	0.03%	210
2019 Q2	$33K	Hold	264	–	–	0.03%	210
2019 Q1	$33.4K	Buy	+264	New	+$31.2K	0.06%	139

Other funds holding CVX

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Joseph P. Lucia & Associates's CVX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Chevron (CVX) in Q3 2022, closing a stake of 336 shares — an estimated $49K sold.

Joseph P. Lucia & Associates first reported a position in CVX in Q1 2019 and held it in 12 quarters. The position peaked at $49K in Q2 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Chevron position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 336 Chevron shares in Q3 2022, an estimated $49K.
Joseph P. Lucia & Associates first reported a position in Chevron in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Chevron position peaked at $49K in Q2 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.