Precision Wealth Strategies’s Chevron CVX Stock Holding History

Precision 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
2022 Q2	–	Sell	-1,237	Closed	-$201K	–	155
2022 Q1	$201K	Buy	+1,237	New	+$177K	0.12%	169

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

Precision Wealth Strategies's CVX Position: Q2 2022 in Review

Precision Wealth Strategies sold out of Chevron (CVX) in Q2 2022, closing a stake of 1,237 shares — an estimated $201K sold.

Precision Wealth Strategies first reported a position in CVX in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Precision Wealth Strategies reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
Precision Wealth Strategies sold 1,237 Chevron shares in Q2 2022, an estimated $201K.
Precision Wealth Strategies first reported a position in Chevron in Q1 2022 and held it in 1 quarter.
Precision Wealth Strategies's Chevron position peaked at $201K in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Precision Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.