Petix & Botte Financial’s Chevron CVX Stock Holding History

Petix & Botte Financial’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	-1,784	Closed	-$290K	–	78
2022 Q1	$290K	Buy	+1,784	New	+$256K	0.09%	90

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

Petix & Botte Financial's CVX Position: Q2 2022 in Review

Petix & Botte Financial sold out of Chevron (CVX) in Q2 2022, closing a stake of 1,784 shares — an estimated $290K sold.

Petix & Botte Financial first reported a position in CVX in Q1 2022 and held it in 1 quarter. The position peaked at $290K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Petix & Botte Financial reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Petix & Botte Financial sold 1,784 Chevron shares in Q2 2022, an estimated $290K.
Petix & Botte Financial first reported a position in Chevron in Q1 2022 and held it in 1 quarter.
Petix & Botte Financial's Chevron position peaked at $290K in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Petix & Botte Financial's 13F filing for Q2 2022, filed 4 Aug 2022.