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Piershale Financial Group’s Chevron CVX Stock Holding History

Piershale Financial Group’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 		$62.9K Hold
400
– – 0.04% 34
2023
Q1 		$65.3K Hold
400
– – 0.05% 23
2022
Q4 		$71.8K Buy
+400
New +$69.8K 0.06% 22
2015
Q1 		– Sell
-15,647
Closed -$1.75M – 136
2014
Q4 		$1.75M Buy
15,647
+400
+3% +$45.4K 1.14% 22
2014
Q3 		$1.82M Buy
15,247
+15,239
+190,488% +$1.94M 1.46% 22
2014
Q2 		$1K Buy
+8
New +$995 ﹤0.01% 147

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Piershale Financial Group's CVX Position: Q2 2023 in Review

Piershale Financial Group held its Chevron (CVX) position steady in Q2 2023 at 400 shares worth $62.9K. The position accounts for 0.04% of the portfolio, ranked #34.

Piershale Financial Group first reported a position in CVX in Q2 2014 and has held it in 6 quarters since. The position peaked at $1.82M in Q3 2014. 3,277 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Piershale Financial Group held 400 shares of Chevron worth $62.9K as of Q2 2023.
  • Piershale Financial Group left its Chevron share count unchanged in Q2 2023.
  • Chevron made up 0.04% of Piershale Financial Group's portfolio in Q2 2023, its #34 holding.
  • Piershale Financial Group first reported a position in Chevron in Q2 2014 and has held it in 6 quarters since.
  • Piershale Financial Group's Chevron position peaked at $1.82M in Q3 2014.
  • 3,277 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.