Rainsberger Wealth Advisors’s Chevron CVX Stock Holding History

Rainsberger Wealth 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
2023 Q4	$1.15M	Buy	7,716 +3,185	+70%	+$482K	0.63%	46
2023 Q3	$764K	Sell	4,531 -67	-1%	-$10.8K	0.47%	52
2023 Q2	$723K	Sell	4,598 -300	-6%	-$48.1K	0.44%	52
2023 Q1	$799K	Buy	4,898 +18	+0.4%	+$3.02K	0.47%	53
2022 Q4	$876K	Buy	4,880 +31	+0.6%	+$5.41K	0.56%	44
2022 Q3	$697K	Buy	4,849 +883	+22%	+$135K	0.48%	49
2022 Q2	$574K	Buy	3,966 +120	+3%	+$19.8K	0.42%	52
2022 Q1	$626K	Buy	3,846 +313	+9%	+$44.9K	0.4%	52
2021 Q4	$415K	Buy	+3,533	New	+$401K	0.24%	59

Other funds holding CVX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rainsberger Wealth Advisors's CVX Position: Q4 2023 in Review

Rainsberger Wealth Advisors increased its Chevron (CVX) stake by 70% in Q4 2023, buying an estimated $482K and bringing the position to 7,716 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #46.

Rainsberger Wealth Advisors first reported a position in CVX in Q4 2021 and has held it in 9 quarters since. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Rainsberger Wealth Advisors held 7,716 shares of Chevron worth $1.15M as of Q4 2023.
Rainsberger Wealth Advisors bought 3,185 Chevron shares in Q4 2023, an estimated $482K.
Chevron made up 0.63% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #46 holding.
Rainsberger Wealth Advisors first reported a position in Chevron in Q4 2021 and has held it in 9 quarters since.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.