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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 $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