Minot Wealth Management’s Chevron CVX Stock Holding History

Minot Wealth 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
2022 Q2	$3.37M	Buy	23,278 +3,020	+15%	+$499K	0.87%	35
2022 Q1	$3.3M	Buy	20,258 +5,893	+41%	+$845K	0.71%	40
2021 Q4	$1.69M	Buy	14,365 +1,020	+8%	+$116K	0.32%	71
2021 Q3	$1.35M	Sell	13,345 -5,804	-30%	-$579K	0.29%	73
2021 Q2	$1.99M	Buy	19,149 +3,122	+19%	+$330K	0.43%	62
2021 Q1	$1.68M	Buy	16,027 +11,649	+266%	+$1.14M	0.43%	63
2020 Q4	$370K	Buy	4,378 +1,339	+44%	+$108K	0.11%	114
2020 Q3	$219K	Buy	+3,039	New	+$256K	0.08%	126
2020 Q1	–	Sell	-2,252	Closed	-$254K	–	113
2019 Q4	$254K	Buy	+2,252	New	+$265K	0.12%	120

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Minot Wealth Management's CVX Position: Q2 2022 in Review

Minot Wealth Management increased its Chevron (CVX) stake by 15% in Q2 2022, buying an estimated $499K and bringing the position to 23,278 shares worth $3.37M. The position accounts for 0.87% of the portfolio, ranked #35.

Minot Wealth Management first reported a position in CVX in Q4 2019 and has held it in 9 quarters since. 3,054 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Minot Wealth Management held 23,278 shares of Chevron worth $3.37M as of Q2 2022.
Minot Wealth Management bought 3,020 Chevron shares in Q2 2022, an estimated $499K.
Chevron made up 0.87% of Minot Wealth Management's portfolio in Q2 2022, its #35 holding.
Minot Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 9 quarters since.
3,054 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.