Oxler Private Wealth’s Chevron CVX Stock Holding History

Oxler Private Wealth’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	-9,865	Closed	-$1.61M	–	236
2022 Q1	$1.61M	Sell	9,865 -45	-0.5%	-$6.45K	0.72%	41
2021 Q4	$1.16M	Sell	9,910 -315	-3%	-$35.8K	0.48%	57
2021 Q3	$1.04M	Hold	10,225	–	–	0.46%	60
2021 Q2	$1.07M	Hold	10,225	–	–	0.47%	59
2021 Q1	$1.07M	Hold	10,225	–	–	0.54%	52
2020 Q4	$863K	Buy	+10,225	New	+$828K	0.49%	45

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

Oxler Private Wealth's CVX Position: Q2 2022 in Review

Oxler Private Wealth sold out of Chevron (CVX) in Q2 2022, closing a stake of 9,865 shares — an estimated $1.61M sold.

Oxler Private Wealth first reported a position in CVX in Q4 2020 and held it in 6 quarters. The position peaked at $1.61M in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Oxler Private Wealth reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Oxler Private Wealth sold 9,865 Chevron shares in Q2 2022, an estimated $1.61M.
Oxler Private Wealth first reported a position in Chevron in Q4 2020 and held it in 6 quarters.
Oxler Private Wealth's Chevron position peaked at $1.61M in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Oxler Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.