Loveless Wealth Management’s Chevron CVX Stock Holding History

Loveless Wealth Management’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 Q2	$428K	Hold	2,955	–	–	0.28%	93
2022 Q1	$481K	Sell	2,955 -200	-6%	-$28.7K	0.27%	97
2021 Q4	$370K	Buy	3,155 +190	+6%	+$21.6K	0.2%	110
2021 Q3	$301K	Sell	2,965 -40	-1%	-$3.99K	0.18%	113
2021 Q2	$315K	Buy	3,005 +260	+9%	+$27.4K	0.19%	110
2021 Q1	$288K	Hold	2,745	–	–	0.19%	107
2020 Q4	$232K	Sell	2,745 -335	-11%	-$27.1K	0.17%	112
2020 Q3	$222K	Sell	3,080 -75	-2%	-$6.31K	0.19%	104
2020 Q2	$282K	Buy	3,155 +135	+4%	+$12.1K	0.26%	88
2020 Q1	$219K	Buy	3,020 +195	+7%	+$19.3K	0.26%	85
2019 Q4	$342K	Buy	+2,825	New	+$333K	0.29%	86

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loveless Wealth Management's CVX Position: Q2 2022 in Review

Loveless Wealth Management held its Chevron (CVX) position steady in Q2 2022 at 2,955 shares worth $428K. The position accounts for 0.28% of the portfolio, ranked #93.

Loveless Wealth Management first reported a position in CVX in Q4 2019 and has held it in 11 quarters since. The position peaked at $481K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Loveless Wealth Management held 2,955 shares of Chevron worth $428K as of Q2 2022.
Loveless Wealth Management left its Chevron share count unchanged in Q2 2022.
Chevron made up 0.28% of Loveless Wealth Management's portfolio in Q2 2022, its #93 holding.
Loveless Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Chevron position peaked at $481K in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.