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Legacy Wealth Planning’s Chevron CVX Stock Holding History

Legacy 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
2022
Q3 		– Sell
-1,612
Closed -$233K – 86
2022
Q2 		$233K Sell
1,612
-115
-7% -$19K 0.33% 74
2022
Q1 		$281K Hold
1,727
– – 0.33% 61
2021
Q4 		$203K Buy
+1,727
New +$196K 0.23% 94
2021
Q3 		– Sell
-1,932
Closed -$202K – 99
2021
Q2 		$202K Buy
1,932
+55
+3% +$5.81K 0.23% 94
2021
Q1 		$197K Buy
+1,877
New +$183K 0.25% 89

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Planning's CVX Position: Q3 2022 in Review

Legacy Wealth Planning sold out of Chevron (CVX) in Q3 2022, closing a stake of 1,612 shares — an estimated $233K sold.

Legacy Wealth Planning first reported a position in CVX in Q1 2021 and held it in 5 quarters. The position peaked at $281K in Q1 2022. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Chevron position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 1,612 Chevron shares in Q3 2022, an estimated $233K.
  • Legacy Wealth Planning first reported a position in Chevron in Q1 2021 and held it in 5 quarters.
  • Legacy Wealth Planning's Chevron position peaked at $281K in Q1 2022.
  • 3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.