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MilWealth Group’s Chevron CVX Stock Holding History

MilWealth 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
2022
Q2 		– Sell
-77
Closed -$12.5K – 74
2022
Q1 		$12.5K Hold
77
– – ﹤0.01% 65
2021
Q4 		$9.04K Hold
77
– – ﹤0.01% 82
2021
Q3 		$7.81K Buy
+77
New +$7.68K ﹤0.01% 87
2020
Q1 		– Sell
-115
Closed -$13.9K – 77
2019
Q4 		$13.9K Hold
115
– – 0.01% 47
2019
Q3 		$13.6K Hold
115
– – 0.01% 45
2019
Q2 		$14.3K Hold
115
– – 0.01% 44
2019
Q1 		$14.2K Hold
115
– – 0.01% 46
2018
Q4 		$12.5K Buy
+115
New +$13.3K 0.01% 49

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MilWealth Group's CVX Position: Q2 2022 in Review

MilWealth Group sold out of Chevron (CVX) in Q2 2022, closing a stake of 77 shares — an estimated $12.5K sold.

MilWealth Group first reported a position in CVX in Q4 2018 and held it in 8 quarters. The position peaked at $14.3K in Q2 2019. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • MilWealth Group reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
  • MilWealth Group sold 77 Chevron shares in Q2 2022, an estimated $12.5K.
  • MilWealth Group first reported a position in Chevron in Q4 2018 and held it in 8 quarters.
  • MilWealth Group's Chevron position peaked at $14.3K in Q2 2019.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on MilWealth Group's 13F filing for Q2 2022, filed 9 May 2023.