NWM
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NEIRG Wealth Management’s Chevron CVX Stock Holding History

NEIRG 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
2023
Q3 		– Sell
-24,306
Closed -$3.82M – 28
2023
Q2 		$3.82M Sell
24,306
-3,599
-13% -$577K 0.71% 40
2023
Q1 		$4.55M Sell
27,905
-452
-2% -$75.8K 0.79% 39
2022
Q4 		$5.09M Buy
28,357
+674
+2% +$118K 0.96% 31
2022
Q3 		$3.98M Buy
27,683
+2,070
+8% +$316K 0.8% 33
2022
Q2 		$3.71M Buy
25,613
+8,174
+47% +$1.35M 0.81% 34
2022
Q1 		$2.84M Buy
17,439
+3,304
+23% +$474K 0.56% 51
2021
Q4 		$1.66M Buy
+14,135
New +$1.61M 0.32% 55

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