Mark J. Bradley’s Chevron CVX Stock Holding History

Mark J. Bradley’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	$2.96M	Sell	18,824 -8,590	-31%	-$1.38M	2.94%	12
2023 Q1	$4.47M	Buy	27,414 +1,765	+7%	+$296K	3.24%	10
2022 Q4	$4.6M	Sell	25,649 -125	-0.5%	-$21.8K	4.09%	7
2022 Q3	$3.7M	Sell	25,774 -10	-0%	-$1.52K	3.43%	7
2022 Q2	$3.73M	Sell	25,784 -30	-0.1%	-$4.96K	3.38%	8
2022 Q1	$4.2M	Sell	25,814 -345	-1%	-$49.5K	3%	10
2021 Q4	$3.07M	Buy	26,159 +945	+4%	+$107K	2.01%	29
2021 Q3	$2.56M	Buy	25,214 +585	+2%	+$58.4K	1.75%	32
2021 Q2	$2.58M	Sell	24,629 -565	-2%	-$59.6K	1.72%	30
2021 Q1	$2.64M	Sell	25,194 -5	-0%	-$488	1.79%	30
2020 Q4	$2.13M	Buy	+25,199	New	+$2.04M	1.47%	34

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

Mark J. Bradley's CVX Position: Q2 2023 in Review

Mark J. Bradley reduced its Chevron (CVX) stake by 31% in Q2 2023, selling an estimated $1.38M and leaving 18,824 shares worth $2.96M. The position accounts for 2.94% of the portfolio, ranked #12.

Mark J. Bradley first reported a position in CVX in Q4 2020 and has held it in 11 quarters since. The position peaked at $4.6M in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Mark J. Bradley held 18,824 shares of Chevron worth $2.96M as of Q2 2023.
Mark J. Bradley sold 8,590 Chevron shares in Q2 2023, an estimated $1.38M.
Chevron made up 2.94% of Mark J. Bradley's portfolio in Q2 2023, its #12 holding.
Mark J. Bradley first reported a position in Chevron in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's Chevron position peaked at $4.6M in Q4 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.