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Laurel Wealth Advisors (California)’s Chevron CVX Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$11.5M Buy
64,270
+1,802
+3% +$314K 1.14% 11
2022
Q3 		$8.97M Buy
62,468
+121
+0.2% +$18.5K 0.96% 18
2022
Q2 		$9.03M Buy
62,347
+3,309
+6% +$547K 0.92% 18
2022
Q1 		$9.61M Buy
59,038
+2,225
+4% +$319K 0.79% 21
2021
Q4 		$6.67M Buy
56,813
+16,122
+40% +$1.83M 0.52% 37
2021
Q3 		$4.13M Sell
40,691
-1,544
-4% -$154K 0.76% 23
2021
Q2 		$4.42M Buy
42,235
+5,424
+15% +$573K 0.57% 39
2021
Q1 		$3.86M Buy
36,811
+132
+0.4% +$12.9K 0.58% 35
2020
Q4 		$3.1M Sell
36,679
-1,721
-4% -$139K 0.46% 52
2020
Q3 		$2.77M Sell
38,400
-748
-2% -$62.9K 0.46% 52
2020
Q2 		$3.49M Sell
39,148
-4,069
-9% -$364K 0.64% 37
2020
Q1 		$3.13M Sell
43,217
-2,609
-6% -$258K 0.72% 30
2019
Q4 		$5.52M Sell
45,826
-10,687
-19% -$1.26M 0.93% 17
2019
Q3 		$6.7M Buy
56,513
+11,722
+26% +$1.42M 1.15% 9
2019
Q2 		$5.57M Sell
44,791
-140
-0.3% -$16.9K 1.22% 10
2019
Q1 		$5.54M Sell
44,931
-2,400
-5% -$284K 1.36% 6
2018
Q4 		$5.15M Sell
47,331
-345
-0.7% -$40K 1.52% 8
2018
Q3 		$5.83M Buy
47,676
+1,801
+4% +$218K 1.43% 8
2018
Q2 		$5.8M Buy
45,875
+1,918
+4% +$238K 1.55% 8
2018
Q1 		$5.01M Sell
43,957
-1,058
-2% -$126K 1.55% 8
2017
Q4 		$5.63M Buy
45,015
+965
+2% +$114K 1.62% 7
2017
Q3 		$5.17M Buy
44,050
+34
+0.1% +$3.71K 1.74% 7
2017
Q2 		$4.59M Buy
44,016
+738
+2% +$78.2K 1.63% 8
2017
Q1 		$4.65M Buy
43,278
+727
+2% +$81.5K 1.79% 8
2016
Q4 		$5.01M Buy
42,551
+466
+1% +$50.7K 2.22% 5
2016
Q3 		$4.33M Sell
42,085
-949
-2% -$96.9K 2.05% 6
2016
Q2 		$4.51M Sell
43,034
-1,772
-4% -$178K 2.17% 7
2016
Q1 		$4.27M Buy
44,806
+235
+0.5% +$20.6K 2.14% 7
2015
Q4 		$4.01M Buy
+44,571
New +$4.02M 2.07% 5

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CVX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Chevron (CVX) stake by 2.9% in Q4 2022, buying an estimated $314K and bringing the position to 64,270 shares worth $11.5M. The position accounts for 1.14% of the portfolio, ranked #11.

Laurel Wealth Advisors (California) first reported a position in CVX in Q4 2015 and has held it in 29 quarters since. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 64,270 shares of Chevron worth $11.5M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,802 Chevron shares in Q4 2022, an estimated $314K.
  • Chevron made up 1.14% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #11 holding.
  • Laurel Wealth Advisors (California) first reported a position in Chevron in Q4 2015 and has held it in 29 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.