RFA
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Reilly Financial Advisors’s Chevron CVX Stock Holding History

Reilly 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
2016
Q2 		– Sell
-11,332
Closed -$1.08M – 836
2016
Q1 		$1.08M Sell
11,332
-184
-2% -$16.1K 0.18% 72
2015
Q4 		$1.04M Buy
+11,516
New +$1.04M 0.18% 72

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's CVX Position: Q4 2021 in Review

Reilly Financial Advisors increased its Chevron (CVX) stake by 1.8% in Q4 2021, buying an estimated $15K and bringing the position to 7,496 shares worth $880K. The position accounts for 0.07% of the portfolio, ranked #123.

Reilly Financial Advisors first reported a position in CVX in Q2 2013 and has held it in 33 quarters since. The position peaked at $12.1M in Q4 2019. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

  • Reilly Financial Advisors held 7,496 shares of Chevron worth $880K as of Q4 2021.
  • Reilly Financial Advisors bought 132 Chevron shares in Q4 2021, an estimated $15K.
  • Chevron made up 0.07% of Reilly Financial Advisors's portfolio in Q4 2021, its #123 holding.
  • Reilly Financial Advisors first reported a position in Chevron in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Chevron position peaked at $12.1M in Q4 2019.
  • 2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.