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Lehman & Derafelo Financial Resources’s Chevron CVX Stock Holding History

Lehman & Derafelo Financial Resources’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 		$889K Sell
4,953
-250
-5% -$43.6K 0.26% 48
2022
Q3 		$748K Buy
5,203
+201
+4% +$30.7K 0.24% 48
2022
Q2 		$724K Sell
5,002
-312
-6% -$51.6K 0.22% 48
2022
Q1 		$865K Buy
5,314
+14
+0.3% +$2.01K 0.24% 48
2021
Q4 		$622K Buy
5,300
+539
+11% +$61.2K 0.19% 54
2021
Q3 		$483K Buy
4,761
+300
+7% +$29.9K 0.16% 60
2021
Q2 		$467K Sell
4,461
-275
-6% -$29K 0.13% 69
2021
Q1 		$496K Sell
4,736
-27,905
-85% -$2.72M 0.14% 66
2020
Q4 		$2.76M Sell
32,641
-6,978
-18% -$565K 0.82% 20
2020
Q3 		$2.85M Buy
39,619
+1,093
+3% +$91.9K 0.91% 18
2020
Q2 		$3.44M Sell
38,526
-2,314
-6% -$207K 1.2% 15
2020
Q1 		$2.96M Buy
40,840
+4,347
+12% +$430K 1.23% 16
2019
Q4 		$4.4M Buy
36,493
+499
+1% +$58.8K 1.58% 14
2019
Q3 		$4.27M Buy
35,994
+56
+0.2% +$6.8K 1.63% 14
2019
Q2 		$4.44M Buy
35,938
+1,166
+3% +$141K 1.81% 11
2019
Q1 		$4.28M Buy
34,772
+101
+0.3% +$11.9K 1.85% 11
2018
Q4 		$3.77M Buy
+34,671
New +$4.02M 1.88% 10

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

Lehman & Derafelo Financial Resources's CVX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its Chevron (CVX) stake by 4.8% in Q4 2022, selling an estimated $43.6K and leaving 4,953 shares worth $889K. The position accounts for 0.26% of the portfolio, ranked #48.

Lehman & Derafelo Financial Resources first reported a position in CVX in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.44M in Q2 2019. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 4,953 shares of Chevron worth $889K as of Q4 2022.
  • Lehman & Derafelo Financial Resources sold 250 Chevron shares in Q4 2022, an estimated $43.6K.
  • Chevron made up 0.26% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #48 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Chevron in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Chevron position peaked at $4.44M in Q2 2019.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.