MD Financial Management’s Chevron CVX Stock Holding History

MD Financial Management’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
2021 Q4	–	Sell	-48	Closed	-$5K	–	308
2021 Q3	$5K	Hold	48	–	–	﹤0.01%	292
2021 Q2	$5K	Hold	48	–	–	﹤0.01%	295
2021 Q1	$5K	Hold	48	–	–	﹤0.01%	225
2020 Q4	$4K	Buy	+48	New	+$3.89K	﹤0.01%	112

Other funds holding CVX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MD Financial Management's CVX Position: Q4 2021 in Review

MD Financial Management sold out of Chevron (CVX) in Q4 2021, closing a stake of 48 shares — an estimated $5K sold.

MD Financial Management first reported a position in CVX in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

MD Financial Management reported no remaining Chevron position as of Q4 2021 after selling out during the quarter.
MD Financial Management sold 48 Chevron shares in Q4 2021, an estimated $5K.
MD Financial Management first reported a position in Chevron in Q4 2020 and held it in 4 quarters.
MD Financial Management's Chevron position peaked at $5K in Q3 2021.
2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.