KCS Wealth Advisory’s Chevron CVX Stock Holding History

KCS Wealth Advisory’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 Q1	–	Sell	-3,513	Closed	-$412K	–	163
2021 Q4	$412K	Buy	+3,513	New	+$399K	0.17%	120
2021 Q1	–	Sell	-2,815	Closed	-$238K	–	151
2020 Q4	$238K	Buy	+2,815	New	+$228K	0.16%	131
2020 Q1	–	Sell	-1,805	Closed	-$218K	–	142
2019 Q4	$218K	Buy	1,805 +1	+0.1%	+$118	0.16%	142
2019 Q3	$214K	Sell	1,804 -50	-3%	-$6.07K	0.15%	140
2019 Q2	$231K	Buy	1,854 +43	+2%	+$5.2K	0.18%	140
2019 Q1	$223K	Buy	+1,811	New	+$214K	0.19%	137
2018 Q1	–	Sell	-2,021	Closed	-$253K	–	169
2017 Q4	$253K	Buy	+2,021	New	+$240K	0.24%	138

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCS Wealth Advisory's CVX Position: Q1 2022 in Review

KCS Wealth Advisory sold out of Chevron (CVX) in Q1 2022, closing a stake of 3,513 shares — an estimated $412K sold.

KCS Wealth Advisory first reported a position in CVX in Q4 2017 and held it in 7 quarters. The position peaked at $412K in Q4 2021. 3,063 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

KCS Wealth Advisory reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
KCS Wealth Advisory sold 3,513 Chevron shares in Q1 2022, an estimated $412K.
KCS Wealth Advisory first reported a position in Chevron in Q4 2017 and held it in 7 quarters.
KCS Wealth Advisory's Chevron position peaked at $412K in Q4 2021.
3,063 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on KCS Wealth Advisory's 13F filing for Q1 2022, filed 13 Apr 2022.