MAS Advisors’s Chevron CVX Stock Holding History

MAS Advisors’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	–	Sell	-1,554	Closed	-$254K	–	57
2023 Q1	$254K	Buy	1,554 +331	+27%	+$55.5K	0.25%	69
2022 Q4	$220K	Sell	1,223 -227	-16%	-$39.6K	0.21%	82
2022 Q3	$208K	Sell	1,450 -40	-3%	-$6.1K	0.14%	83
2022 Q2	$215K	Buy	+1,490	New	+$246K	0.19%	77

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

MAS Advisors's CVX Position: Q2 2023 in Review

MAS Advisors sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,554 shares — an estimated $254K sold.

MAS Advisors first reported a position in CVX in Q2 2022 and held it in 4 quarters. The position peaked at $254K in Q1 2023. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

MAS Advisors reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
MAS Advisors sold 1,554 Chevron shares in Q2 2023, an estimated $254K.
MAS Advisors first reported a position in Chevron in Q2 2022 and held it in 4 quarters.
MAS Advisors's Chevron position peaked at $254K in Q1 2023.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on MAS Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.