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Professional Financial Advisors’s Chevron CVX Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-239
Closed -$34K – 153
2022
Q3 		$34K Hold
239
– – 0.02% 172
2022
Q2 		$35K Hold
239
– – 0.02% 177
2022
Q1 		$39K Hold
239
– – 0.02% 161
2021
Q4 		$28K Sell
239
-1
-0.4% -$114 0.01% 220
2021
Q3 		$24K Buy
240
+1
+0.4% +$100 0.01% 196
2021
Q2 		$25K Buy
239
+224
+1,493% +$23.6K 0.01% 197
2021
Q1 		$2K Hold
15
– – ﹤0.01% 325
2020
Q4 		$1K Sell
15
-3
-17% -$243 ﹤0.01% 339
2020
Q3 		$1K Buy
+18
New +$1.51K ﹤0.01% 327

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Professional Financial Advisors's CVX Position: Q4 2022 in Review

Professional Financial Advisors sold out of Chevron (CVX) in Q4 2022, closing a stake of 239 shares — an estimated $34K sold.

Professional Financial Advisors first reported a position in CVX in Q3 2020 and held it in 9 quarters. The position peaked at $39K in Q1 2022. 3,285 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Professional Financial Advisors reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 239 Chevron shares in Q4 2022, an estimated $34K.
  • Professional Financial Advisors first reported a position in Chevron in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Chevron position peaked at $39K in Q1 2022.
  • 3,285 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.