MW
CVX icon

Milestone Wealth’s Chevron CVX Stock Holding History

Milestone Wealth’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 		$80K Hold
557
– – 0.09% 82
2022
Q2 		$81K Hold
557
– – 0.09% 85
2022
Q1 		$65K Hold
557
– – 0.05% 110
2021
Q4 		$65K Buy
+557
New +$63.3K 0.05% 110

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Milestone Wealth's CVX Position: Q3 2022 in Review

Milestone Wealth held its Chevron (CVX) position steady in Q3 2022 at 557 shares worth $80K. The position accounts for 0.09% of the portfolio, ranked #82.

Milestone Wealth first reported a position in CVX in Q4 2021 and has held it in 4 quarters since. The position peaked at $81K in Q2 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Milestone Wealth held 557 shares of Chevron worth $80K as of Q3 2022.
  • Milestone Wealth left its Chevron share count unchanged in Q3 2022.
  • Chevron made up 0.09% of Milestone Wealth's portfolio in Q3 2022, its #82 holding.
  • Milestone Wealth first reported a position in Chevron in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Chevron position peaked at $81K in Q2 2022.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.