Mariner Independent Advisor Network’s Chevron CVX Stock Holding History

Mariner Independent Advisor Network’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 Q3	$16.7M	Buy	116,235 +347	+0.3%	+$52.9K	0.72%	26
2022 Q2	$16.7M	Buy	115,888 +7,321	+7%	+$1.21M	0.7%	25
2022 Q1	$17.8M	Buy	108,567 +27,454	+34%	+$3.94M	0.68%	29
2021 Q4	$9.58M	Sell	81,113 -10,590	-12%	-$1.2M	0.45%	50
2021 Q3	$9.46M	Buy	91,703 +4,954	+6%	+$494K	0.46%	48
2021 Q2	$9.09M	Buy	86,749 +33,608	+63%	+$3.55M	0.41%	51
2021 Q1	$5.57M	Sell	53,141 -4,748	-8%	-$464K	0.29%	85
2020 Q4	$4.89M	Buy	57,889 +4,782	+9%	+$387K	0.26%	93
2020 Q3	$3.82M	Sell	53,107 -5,450	-9%	-$458K	0.32%	82
2020 Q2	$5.16M	Sell	58,557 -6,788	-10%	-$608K	0.48%	51
2020 Q1	$4.53M	Sell	65,345 -3,031	-4%	-$300K	0.41%	69
2019 Q4	$8.24M	Buy	68,376 +5,082	+8%	+$599K	0.59%	38
2019 Q3	$7.36M	Sell	63,294 -6,256	-9%	-$760K	0.56%	41
2019 Q2	$8.67M	Sell	69,550 -3,161	-4%	-$382K	0.65%	35
2019 Q1	$9.08M	Sell	72,711 -2,610	-3%	-$309K	0.77%	25
2018 Q4	$8.43M	Buy	75,321 +10,421	+16%	+$1.21M	0.75%	23
2018 Q3	$7.93M	Buy	+64,900	New	+$7.87M	0.99%	23
2018 Q2	–	Sell	-182,908	Closed	-$20.9M	–	172
2018 Q1	$20.9M	Buy	182,908 +103,876	+131%	+$12.4M	1.28%	20
2017 Q4	$9.89M	Buy	+79,032	New	+$9.37M	1.04%	25
2017 Q3	–	Sell	-110,230	Closed	-$11.5M	–	162
2017 Q2	$11.5M	Buy	+110,230	New	+$11.7M	1.65%	11
2016 Q3	–	Sell	-123,620	Closed	-$13M	–	167
2016 Q2	$13M	Buy	123,620 +37,979	+44%	+$3.82M	2.44%	9
2016 Q1	$8.17M	Buy	+85,641	New	+$7.49M	2.61%	8
2015 Q4	–	Sell	-30,063	Closed	-$2.37M	–	88
2015 Q3	$2.37M	Buy	30,063 +12,340	+70%	+$1.04M	0.91%	32
2015 Q2	$1.71M	Sell	17,723 -628	-3%	-$65.9K	0.84%	39
2015 Q1	$2M	Buy	18,351 +1,317	+8%	+$141K	1.12%	28
2014 Q4	$1.91M	Buy	17,034 +5,268	+45%	+$598K	0.89%	27
2014 Q3	$1.4M	Sell	11,766 -1,988	-14%	-$254K	0.73%	27
2014 Q2	$1.8M	Buy	+13,754	New	+$1.71M	0.88%	32

Other funds holding CVX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mariner Independent Advisor Network's CVX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Chevron (CVX) stake by 0.3% in Q3 2022, buying an estimated $52.9K and bringing the position to 116,235 shares worth $16.7M. The position accounts for 0.72% of the portfolio, ranked #26.

Mariner Independent Advisor Network first reported a position in CVX in Q2 2014 and has held it in 28 quarters since. The position peaked at $20.9M in Q1 2018. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

Mariner Independent Advisor Network held 116,235 shares of Chevron worth $16.7M as of Q3 2022.
Mariner Independent Advisor Network bought 347 Chevron shares in Q3 2022, an estimated $52.9K.
Chevron made up 0.72% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #26 holding.
Mariner Independent Advisor Network first reported a position in Chevron in Q2 2014 and has held it in 28 quarters since.
Mariner Independent Advisor Network's Chevron position peaked at $20.9M in Q1 2018.
3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.