Paragon Wealth Strategies’s Chevron CVX Stock Holding History

Paragon Wealth Strategies’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 Q1	–	Sell	-1,085	Closed	-$195K	–	79
2022 Q4	$195K	Buy	1,085 +42	+4%	+$7.33K	0.23%	24
2022 Q3	$150K	Buy	+1,043	New	+$159K	0.15%	22
2021 Q3	–	Sell	-534	Closed	-$56K	–	94
2021 Q2	$56K	Buy	+534	New	+$56.4K	0.02%	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

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

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

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

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

Paragon Wealth Strategies's CVX Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Chevron (CVX) in Q1 2023, closing a stake of 1,085 shares — an estimated $195K sold.

Paragon Wealth Strategies first reported a position in CVX in Q2 2021 and held it in 3 quarters. The position peaked at $195K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Paragon Wealth Strategies reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 1,085 Chevron shares in Q1 2023, an estimated $195K.
Paragon Wealth Strategies first reported a position in Chevron in Q2 2021 and held it in 3 quarters.
Paragon Wealth Strategies's Chevron position peaked at $195K in Q4 2022.
3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.