Lake Point Wealth Management’s Chevron CVX Stock Holding History

Lake Point 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	$24K	Hold	166	–	–	0.01%	104
2022 Q1	$27K	Buy	166 +10	+6%	+$1.43K	0.01%	97
2021 Q4	$18K	Sell	156 -7	-4%	-$795	0.01%	127
2021 Q3	$17K	Sell	163 -244	-60%	-$24.3K	0.01%	116
2021 Q2	$43K	Buy	+407	New	+$43K	0.02%	70
2020 Q1	$31K	Sell	433 -243	-36%	-$24K	0.03%	66
2019 Q4	$81K	Buy	+676	New	+$79.6K	0.03%	90
2019 Q2	$101K	Hold	815	–	–	0.04%	80
2019 Q1	$101K	Sell	815 -6,879	-89%	-$814K	0.04%	80
2018 Q4	$837K	Buy	+7,694	New	+$891K	0.31%	58

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

Lake Point Wealth Management's CVX Position: Q2 2022 in Review

Lake Point Wealth Management held its Chevron (CVX) position steady in Q2 2022 at 166 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #104.

Lake Point Wealth Management first reported a position in CVX in Q4 2018 and has held it in 10 quarters since. The position peaked at $837K in Q4 2018. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Lake Point Wealth Management held 166 shares of Chevron worth $24K as of Q2 2022.
Lake Point Wealth Management left its Chevron share count unchanged in Q2 2022.
Chevron made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #104 holding.
Lake Point Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Chevron position peaked at $837K in Q4 2018.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.