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LGL Partners’s Chevron CVX Stock Holding History

LGL Partners’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
Q1 		– Sell
-2,420
Closed -$284K – 106
2021
Q4 		$284K Buy
2,420
+254
+12% +$28.9K 0.03% 84
2021
Q3 		$220K Buy
2,166
+4
+0.2% +$399 0.13% 82
2021
Q2 		$226K Sell
2,162
-71
-3% -$7.5K 0.14% 80
2021
Q1 		$234K Buy
+2,233
New +$218K 0.13% 83
2017
Q3 		– Sell
-2,368
Closed -$247K – 63
2017
Q2 		$247K Hold
2,368
– – 0.13% 78
2017
Q1 		$254K Hold
2,368
– – 0.13% 77
2016
Q4 		$279K Hold
2,368
– – 0.15% 79
2016
Q3 		$243K Hold
2,368
– – 0.13% 83
2016
Q2 		$244K Hold
2,368
– – 0.13% 86
2016
Q1 		$226K Sell
2,368
-1,262
-35% -$110K 0.12% 90
2015
Q4 		$327K Buy
+3,630
New +$327K 0.18% 66

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGL Partners's CVX Position: Q1 2022 in Review

LGL Partners sold out of Chevron (CVX) in Q1 2022, closing a stake of 2,420 shares — an estimated $284K sold.

LGL Partners first reported a position in CVX in Q4 2015 and held it in 11 quarters. The position peaked at $327K in Q4 2015. 3,063 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • LGL Partners reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
  • LGL Partners sold 2,420 Chevron shares in Q1 2022, an estimated $284K.
  • LGL Partners first reported a position in Chevron in Q4 2015 and held it in 11 quarters.
  • LGL Partners's Chevron position peaked at $327K in Q4 2015.
  • 3,063 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on LGL Partners's 13F filing for Q1 2022, filed 16 May 2022.