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Resolute Financial’s Chevron CVX Stock Holding History

Resolute Financial’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 		$235K Buy
+1,308
New +$228K 0.2% 101
2022
Q2 		– Sell
-1,306
Closed -$213K – 123
2022
Q1 		$213K Buy
+1,306
New +$187K 0.17% 106

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Resolute Financial's CVX Position: Q4 2022 in Review

Resolute Financial opened a new position in Chevron (CVX) in Q4 2022: 1,308 shares worth $235K. The stake represents 0.2% of the portfolio and ranks #101 among its holdings. This is a return to the name: Resolute Financial previously reported a position in CVX as recently as Q1 2022.

Resolute Financial first reported a position in CVX in Q1 2022 and has held it in 2 quarters since. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Resolute Financial held 1,308 shares of Chevron worth $235K as of Q4 2022.
  • Chevron was a new Resolute Financial position in Q4 2022.
  • Chevron made up 0.2% of Resolute Financial's portfolio in Q4 2022, its #101 holding.
  • Resolute Financial first reported a position in Chevron in Q1 2022 and has held it in 2 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

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