Paradigm Financial Advisors’s Chevron CVX Stock Holding History

Paradigm Financial 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
2019 Q1	–	Sell	-10,000	Closed	-$1.09M	–	124
2018 Q4	$1.09M	Hold	10,000	–	–	0.49%	50
2018 Q3	$1.22M	Sell	10,000 -3,000	-23%	-$364K	0.48%	46
2018 Q2	$1.64M	Buy	13,000 +3,000	+30%	+$372K	0.7%	40
2018 Q1	$1.14M	Buy	+10,000	New	+$1.2M	0.5%	46

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Paradigm Financial Advisors's CVX Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Chevron (CVX) stake by 3.6% in Q4 2021, buying an estimated $9.88K and bringing the position to 2,497 shares worth $293K. The position accounts for 0.06% of the portfolio, ranked #169.

Paradigm Financial Advisors first reported a position in CVX in Q4 2013 and has held it in 33 quarters since. The position peaked at $1.23M in Q4 2019. 2,897 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Paradigm Financial Advisors held 2,497 shares of Chevron worth $293K as of Q4 2021.
Paradigm Financial Advisors bought 87 Chevron shares in Q4 2021, an estimated $9.88K.
Chevron made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #169 holding.
Paradigm Financial Advisors first reported a position in Chevron in Q4 2013 and has held it in 33 quarters since.
Paradigm Financial Advisors's Chevron position peaked at $1.23M in Q4 2019.
2,897 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.