Kula Investments’s Chevron CVX Stock Holding History

Kula Investments’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	$1.08M	Buy	+6,589	New	+$1.1M	0.27%	110

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

Kula Investments's CVX Position: Q1 2023 in Review

Kula Investments opened a new position in Chevron (CVX) in Q1 2023: 6,589 shares worth $1.08M. The stake represents 0.27% of the portfolio and ranks #110 among its holdings.

3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Kula Investments held 6,589 shares of Chevron worth $1.08M as of Q1 2023.
Chevron was a new Kula Investments position in Q1 2023.
Chevron made up 0.27% of Kula Investments's portfolio in Q1 2023, its #110 holding.
3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.