Karp Capital Management’s Chevron CVX Stock Holding History

Karp Capital Management’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 Q2	–	Sell	-2,092	Closed	-$341K	–	143
2022 Q1	$341K	Sell	2,092 -1,024	-33%	-$147K	0.05%	110
2021 Q4	$366K	Buy	3,116 +648	+26%	+$73.6K	0.05%	116
2021 Q3	$250K	Buy	2,468 +365	+17%	+$36.4K	0.04%	156
2021 Q2	$220K	Hold	2,103	–	–	0.03%	160
2021 Q1	$220K	Buy	+2,103	New	+$205K	0.04%	130
2019 Q1	–	Sell	-135	Closed	-$15K	–	164
2018 Q4	$15K	Sell	135 -14,352	-99%	-$1.66M	0.01%	239
2018 Q3	$1.77M	Buy	14,487 +2,642	+22%	+$321K	0.61%	63
2018 Q2	$1.5M	Buy	+11,845	New	+$1.47M	0.59%	62
2015 Q4	–	Sell	-2,087	Closed	-$165K	–	135
2015 Q3	$165K	Buy	2,087 +712	+52%	+$59.9K	0.11%	98
2015 Q2	$133K	Buy	1,375 +5	+0.4%	+$525	0.09%	113
2015 Q1	$144K	Buy	1,370 +654	+91%	+$69.8K	0.1%	114
2014 Q4	$80K	Buy	+716	New	+$81.3K	0.06%	139

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Karp Capital Management's CVX Position: Q2 2022 in Review

Karp Capital Management sold out of Chevron (CVX) in Q2 2022, closing a stake of 2,092 shares — an estimated $341K sold.

Karp Capital Management first reported a position in CVX in Q4 2014 and held it in 12 quarters. The position peaked at $1.77M in Q3 2018. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Karp Capital Management reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 2,092 Chevron shares in Q2 2022, an estimated $341K.
Karp Capital Management first reported a position in Chevron in Q4 2014 and held it in 12 quarters.
Karp Capital Management's Chevron position peaked at $1.77M in Q3 2018.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.