Lumature Wealth Partners’s Chevron CVX Stock Holding History

Lumature Wealth 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
2023 Q2	$775K	Buy	4,928 +118	+2%	+$18.9K	0.46%	48
2023 Q1	$785K	Buy	4,810 +53	+1%	+$8.89K	0.44%	47
2022 Q4	$854K	Sell	4,757 -1,127	-19%	-$197K	0.48%	46
2022 Q3	$845K	Buy	5,884 +175	+3%	+$26.7K	0.45%	46
2022 Q2	$827K	Sell	5,709 -128	-2%	-$21.2K	0.37%	54
2022 Q1	$950K	Buy	5,837 +1,770	+44%	+$254K	0.38%	56
2021 Q4	$477K	Sell	4,067 -25	-0.6%	-$2.84K	0.19%	94
2021 Q3	$415K	Sell	4,092 -480	-10%	-$47.9K	0.17%	95
2021 Q2	$479K	Buy	4,572 +2,222	+95%	+$235K	0.2%	94
2021 Q1	$246K	Sell	2,350 -1,106	-32%	-$108K	0.13%	110
2020 Q4	$292K	Buy	+3,456	New	+$280K	0.28%	104

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Lumature Wealth Partners's CVX Position: Q2 2023 in Review

Lumature Wealth Partners increased its Chevron (CVX) stake by 2.5% in Q2 2023, buying an estimated $18.9K and bringing the position to 4,928 shares worth $775K. The position accounts for 0.46% of the portfolio, ranked #48.

Lumature Wealth Partners first reported a position in CVX in Q4 2020 and has held it in 11 quarters since. The position peaked at $950K in Q1 2022. 3,277 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Lumature Wealth Partners held 4,928 shares of Chevron worth $775K as of Q2 2023.
Lumature Wealth Partners bought 118 Chevron shares in Q2 2023, an estimated $18.9K.
Chevron made up 0.46% of Lumature Wealth Partners's portfolio in Q2 2023, its #48 holding.
Lumature Wealth Partners first reported a position in Chevron in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Chevron position peaked at $950K in Q1 2022.
3,277 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.