Paladin Advisory Group’s Chevron CVX Stock Holding History

Paladin Advisory Group’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 Q4	–	Sell	-1,774	Closed	-$299K	–	236
2023 Q3	$299K	Hold	1,774	–	–	0.25%	69
2023 Q2	$279K	Buy	1,774 +17	+1%	+$2.73K	0.22%	76
2023 Q1	$287K	Buy	+1,757	New	+$295K	0.24%	71
2022 Q2	–	Sell	-1,697	Closed	-$281K	–	333
2022 Q1	$278K	Buy	+1,697	New	+$243K	0.23%	77

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paladin Advisory Group's CVX Position: Q4 2023 in Review

Paladin Advisory Group sold out of Chevron (CVX) in Q4 2023, closing a stake of 1,774 shares — an estimated $299K sold.

Paladin Advisory Group first reported a position in CVX in Q1 2022 and held it in 4 quarters. The position peaked at $299K in Q3 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Paladin Advisory Group reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
Paladin Advisory Group sold 1,774 Chevron shares in Q4 2023, an estimated $299K.
Paladin Advisory Group first reported a position in Chevron in Q1 2022 and held it in 4 quarters.
Paladin Advisory Group's Chevron position peaked at $299K in Q3 2023.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.