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Relaxing Retirement Coach’s Chevron CVX Stock Holding History

Relaxing Retirement Coach’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
Q2 		$205K Buy
1,301
+9
+0.7% +$1.44K 0.06% 74
2023
Q1 		$211K Hold
1,292
– – 0.07% 66
2022
Q4 		$232K Buy
+1,292
New +$225K 0.09% 59
2022
Q2 		– Sell
-1,292
Closed -$210K – 58
2022
Q1 		$210K Buy
+1,292
New +$185K 0.11% 53

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Relaxing Retirement Coach's CVX Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Chevron (CVX) stake by 0.7% in Q2 2023, buying an estimated $1.44K and bringing the position to 1,301 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #74.

Relaxing Retirement Coach first reported a position in CVX in Q1 2022 and has held it in 4 quarters since. The position peaked at $232K in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Relaxing Retirement Coach held 1,301 shares of Chevron worth $205K as of Q2 2023.
  • Relaxing Retirement Coach bought 9 Chevron shares in Q2 2023, an estimated $1.44K.
  • Chevron made up 0.06% of Relaxing Retirement Coach's portfolio in Q2 2023, its #74 holding.
  • Relaxing Retirement Coach first reported a position in Chevron in Q1 2022 and has held it in 4 quarters since.
  • Relaxing Retirement Coach's Chevron position peaked at $232K in Q4 2022.
  • 3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.