Laurel Wealth Planning’s Chevron CVX Stock Holding History

Laurel Wealth Planning’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	–	Sell	-75	Closed	-$13.5K	–	89
2022 Q4	$13.5K	Sell	75 -83	-53%	-$14.5K	0.01%	149
2022 Q3	$23K	Hold	158	–	–	0.02%	127
2022 Q2	$23K	Hold	158	–	–	0.02%	131
2022 Q1	$26K	Hold	158	–	–	0.02%	147
2021 Q4	$19K	Hold	158	–	–	0.01%	117
2021 Q3	$16K	Buy	158 +75	+90%	+$7.48K	0.01%	119
2021 Q2	$9K	Hold	83	–	–	0.01%	98
2021 Q1	$9K	Hold	83	–	–	0.01%	93
2020 Q4	$7K	Buy	+83	New	+$6.72K	0.01%	89

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

Laurel Wealth Planning's CVX Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Chevron (CVX) in Q1 2023, closing a stake of 75 shares — an estimated $13.5K sold.

Laurel Wealth Planning first reported a position in CVX in Q4 2020 and held it in 9 quarters. The position peaked at $26K in Q1 2022. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Laurel Wealth Planning reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 75 Chevron shares in Q1 2023, an estimated $13.5K.
Laurel Wealth Planning first reported a position in Chevron in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Chevron position peaked at $26K in Q1 2022.
3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.