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PFS Investments’s Chevron CVX Stock Holding History

PFS Investments’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
Q2 		$48.3M Buy
307,245
+16,362
+6% +$2.62M 0.79% 29
2023
Q1 		$48.8M Buy
290,883
+28,103
+11% +$4.71M 0.85% 28
2022
Q4 		$47.2M Buy
262,780
+25,814
+11% +$4.5M 0.88% 23
2022
Q3 		$34K Buy
236,966
+27,714
+13% +$4.23M 0.62% 26
2022
Q2 		$30.3M Buy
209,252
+37,537
+22% +$6.2M 0.61% 39
2022
Q1 		$28M Sell
171,715
-61,692
-26% -$8.85M 0.53% 54
2021
Q4 		$27.4M Buy
233,407
+27,839
+14% +$3.16M 0.53% 58
2021
Q3 		$23.7M Buy
205,568
+53,043
+35% +$5.29M 0.49% 55
2021
Q2 		$15.9M Buy
152,525
+40,766
+36% +$4.3M 0.36% 76
2021
Q1 		$11.7M Buy
111,759
+9,763
+10% +$953K 0.3% 89
2020
Q4 		$9.34M Buy
101,996
+9,405
+10% +$761K 0.26% 95
2020
Q3 		$6.67M Buy
92,591
+11,565
+14% +$973K 0.22% 98
2020
Q2 		$7.23M Buy
81,026
+18,122
+29% +$1.62M 0.27% 84
2020
Q1 		$4.56M Buy
62,904
+26,825
+74% +$2.65M 0.2% 84
2019
Q4 		$4.35M Buy
36,079
+8,670
+32% +$1.02M 0.17% 103
2019
Q3 		$3.25M Buy
27,409
+8,340
+44% +$1.01M 0.14% 98
2019
Q2 		$2.36M Buy
19,069
+10,579
+125% +$1.28M 0.11% 88
2019
Q1 		$1.05M Buy
+8,490
New +$1M 0.05% 87

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return