Kapitalo Investimentos’s Chevron CVX Stock Holding History

Kapitalo Investimentos’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
2023 Q1	–	Sell	-238	Closed	-$42.7K	–	437
2022 Q4	$42.7K	Buy	+238	New	+$41.5K	0.03%	143

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kapitalo Investimentos's CVX Position: Q1 2023 in Review

Kapitalo Investimentos sold out of Chevron (CVX) in Q1 2023, closing a stake of 238 shares — an estimated $42.7K sold.

Kapitalo Investimentos first reported a position in CVX in Q4 2022 and held it in 1 quarter. The position peaked at $42.7K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Kapitalo Investimentos reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
Kapitalo Investimentos sold 238 Chevron shares in Q1 2023, an estimated $42.7K.
Kapitalo Investimentos first reported a position in Chevron in Q4 2022 and held it in 1 quarter.
Kapitalo Investimentos's Chevron position peaked at $42.7K in Q4 2022.
3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Kapitalo Investimentos's 13F filing for Q1 2023, filed 29 Mar 2024.