PSIWM
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Paradigm Strategies in Wealth Management’s Chevron CVX Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-15
Closed -$2K – 86
2021
Q2 		$2K Hold
15
– – ﹤0.01% 214
2021
Q1 		$2K Buy
+15
New +$1.47K ﹤0.01% 196

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Paradigm Strategies in Wealth Management's CVX Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Chevron (CVX) in Q3 2021, closing a stake of 15 shares — an estimated $2K sold.

Paradigm Strategies in Wealth Management first reported a position in CVX in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 15 Chevron shares in Q3 2021, an estimated $2K.
  • Paradigm Strategies in Wealth Management first reported a position in Chevron in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Chevron position peaked at $2K in Q2 2021.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.