Leo Brokerage’s Chevron CVX Stock Holding History

Leo Brokerage’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 Q2	$1.22M	Sell	7,765 -925	-11%	-$148K	0.14%	111
2023 Q1	$1.42M	Buy	+8,690	New	+$1.46M	0.21%	90
2022 Q2	$1.05M	Sell	7,261 -1,082	-13%	-$179K	0.28%	60
2022 Q1	$1.36M	Buy	+8,343	New	+$1.2M	0.22%	73
2021 Q3	$469K	Sell	4,619 -538	-10%	-$53.7K	0.09%	112
2021 Q2	$540K	Buy	5,157 +438	+9%	+$46.2K	0.11%	99
2021 Q1	$495K	Buy	4,719 +484	+11%	+$47.3K	0.14%	95
2020 Q4	$358K	Buy	4,235 +459	+12%	+$37.2K	0.12%	117
2020 Q3	$337K	Buy	+3,776	New	+$318K	0.14%	89

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Brokerage's CVX Position: Q2 2023 in Review

Leo Brokerage reduced its Chevron (CVX) stake by 11% in Q2 2023, selling an estimated $148K and leaving 7,765 shares worth $1.22M. The position accounts for 0.14% of the portfolio, ranked #111.

Leo Brokerage first reported a position in CVX in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2023. 3,279 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Leo Brokerage held 7,765 shares of Chevron worth $1.22M as of Q2 2023.
Leo Brokerage sold 925 Chevron shares in Q2 2023, an estimated $148K.
Chevron made up 0.14% of Leo Brokerage's portfolio in Q2 2023, its #111 holding.
Leo Brokerage first reported a position in Chevron in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's Chevron position peaked at $1.42M in Q1 2023.
3,279 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.