Portfolio Solutions’s Chevron CVX Stock Holding History

Portfolio Solutions’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 Q3	$267K	Buy	1,860 +21	+1%	+$3.2K	0.03%	48
2022 Q2	$266K	Sell	1,839 -50	-3%	-$8.27K	0.03%	46
2022 Q1	$308K	Sell	1,889 -156	-8%	-$22.4K	0.04%	43
2021 Q4	$240K	Hold	2,045	–	–	0.03%	40
2021 Q3	$207K	Sell	2,045 -100	-5%	-$9.97K	0.03%	42
2021 Q2	$219K	Hold	2,145	–	–	0.03%	44
2021 Q1	$225K	Buy	+2,145	New	+$209K	0.03%	41
2018 Q2	–	Sell	-234	Closed	-$27K	–	61
2018 Q1	$27K	Buy	234 +25	+12%	+$2.99K	﹤0.01%	89
2017 Q4	$26K	Hold	209	–	–	﹤0.01%	86
2017 Q3	$25K	Hold	209	–	–	﹤0.01%	87
2017 Q2	$22K	Hold	209	–	–	﹤0.01%	85
2017 Q1	$22K	Buy	+209	New	+$23.4K	﹤0.01%	85

Other funds holding CVX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Portfolio Solutions's CVX Position: Q3 2022 in Review

Portfolio Solutions increased its Chevron (CVX) stake by 1.1% in Q3 2022, buying an estimated $3.2K and bringing the position to 1,860 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #48.

Portfolio Solutions first reported a position in CVX in Q1 2017 and has held it in 12 quarters since. The position peaked at $308K in Q1 2022. 3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

Portfolio Solutions held 1,860 shares of Chevron worth $267K as of Q3 2022.
Portfolio Solutions bought 21 Chevron shares in Q3 2022, an estimated $3.2K.
Chevron made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #48 holding.
Portfolio Solutions first reported a position in Chevron in Q1 2017 and has held it in 12 quarters since.
Portfolio Solutions's Chevron position peaked at $308K in Q1 2022.
3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.