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Orgel Wealth Management’s Chevron CVX Stock Holding History

Orgel 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 		– Sell
-3,265
Closed -$532K – 65
2022
Q1 		$532K Buy
+3,265
New +$468K 0.04% 35
2018
Q1 		– Sell
-1,728
Closed -$216K – 42
2017
Q4 		$216K Hold
1,728
– – 0.05% 42
2017
Q3 		$203K Sell
1,728
-568
-25% -$62K 0.07% 31
2017
Q2 		$240K Sell
2,296
-50
-2% -$5.3K 0.09% 18
2017
Q1 		$252K Buy
2,346
+18
+0.8% +$2.02K 0.11% 19
2016
Q4 		$274K Sell
2,328
-262
-10% -$28.5K 0.18% 15
2016
Q3 		$267K Buy
2,590
+32
+1% +$3.27K 0.18% 15
2016
Q2 		$268K Sell
2,558
-433
-14% -$43.6K 0.12% 16
2016
Q1 		$285K Buy
2,991
+190
+7% +$16.6K 0.18% 13
2015
Q4 		$252K Buy
+2,801
New +$253K 0.22% 20

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 $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Orgel Wealth Management sold out of Chevron (CVX) in Q2 2022, closing a stake of 3,265 shares — an estimated $532K sold.

Orgel Wealth Management first reported a position in CVX in Q4 2015 and held it in 10 quarters. The position peaked at $532K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

  • Orgel Wealth Management reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
  • Orgel Wealth Management sold 3,265 Chevron shares in Q2 2022, an estimated $532K.
  • Orgel Wealth Management first reported a position in Chevron in Q4 2015 and held it in 10 quarters.
  • Orgel Wealth Management's Chevron position peaked at $532K in Q1 2022.
  • 3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

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