O'Neil Global Advisors’s Chevron CVX Stock Holding History

O'Neil Global Advisors’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 Q1	–	Sell	-6,595	Closed	-$774K	–	75
2021 Q4	$774K	Buy	+6,595	New	+$749K	1.27%	10

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

O'Neil Global Advisors's CVX Position: Q1 2022 in Review

O'Neil Global Advisors sold out of Chevron (CVX) in Q1 2022, closing a stake of 6,595 shares — an estimated $774K sold.

O'Neil Global Advisors first reported a position in CVX in Q4 2021 and held it in 1 quarter. The position peaked at $774K in Q4 2021. 3,064 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

O'Neil Global Advisors reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
O'Neil Global Advisors sold 6,595 Chevron shares in Q1 2022, an estimated $774K.
O'Neil Global Advisors first reported a position in Chevron in Q4 2021 and held it in 1 quarter.
O'Neil Global Advisors's Chevron position peaked at $774K in Q4 2021.
3,064 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on O'Neil Global Advisors's 13F filing for Q1 2022, filed 12 May 2022.