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KerberRose Wealth Management’s Chevron CVX Stock Holding History

KerberRose Wealth 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 		$501K Buy
+3,460
New +$572K 0.41% 50

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KerberRose Wealth Management's CVX Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Chevron (CVX) in Q2 2022: 3,460 shares worth $501K. The stake represents 0.41% of the portfolio and ranks #50 among its holdings.

3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • KerberRose Wealth Management held 3,460 shares of Chevron worth $501K as of Q2 2022.
  • Chevron was a new KerberRose Wealth Management position in Q2 2022.
  • Chevron made up 0.41% of KerberRose Wealth Management's portfolio in Q2 2022, its #50 holding.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.