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McGuire Investment Group’s Chevron CVX Stock Holding History

McGuire Investment Group’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
Q3 		– Sell
-1,323
Closed -$208K – 117
2023
Q2 		$208K Buy
+1,323
New +$212K 0.04% 114
2023
Q1 		– Sell
-1,156
Closed -$207K – 118
2022
Q4 		$207K Buy
+1,156
New +$202K 0.04% 106
2022
Q2 		– Sell
-1,248
Closed -$203K – 120
2022
Q1 		$203K Buy
+1,248
New +$179K 0.04% 119

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McGuire Investment Group's CVX Position: Q3 2023 in Review

McGuire Investment Group sold out of Chevron (CVX) in Q3 2023, closing a stake of 1,323 shares — an estimated $208K sold.

McGuire Investment Group first reported a position in CVX in Q1 2022 and held it in 3 quarters. The position peaked at $208K in Q2 2023. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • McGuire Investment Group reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
  • McGuire Investment Group sold 1,323 Chevron shares in Q3 2023, an estimated $208K.
  • McGuire Investment Group first reported a position in Chevron in Q1 2022 and held it in 3 quarters.
  • McGuire Investment Group's Chevron position peaked at $208K in Q2 2023.
  • 3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on McGuire Investment Group's 13F filing for Q3 2023, filed 12 Oct 2023.