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Resource Consulting Group’s Chevron CVX Stock Holding History

Resource Consulting Group’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 		$257K Buy
+1,724
New +$261K 0.04% 61
2023
Q3 		– Sell
-1,684
Closed -$265K – 56
2023
Q2 		$265K Buy
+1,684
New +$270K 0.05% 59
2022
Q4 		– Sell
-1,645
Closed -$236K – 38
2022
Q3 		$236K Buy
+1,645
New +$251K 0.07% 41

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resource Consulting Group's CVX Position: Q4 2023 in Review

Resource Consulting Group opened a new position in Chevron (CVX) in Q4 2023: 1,724 shares worth $257K. The stake represents 0.04% of the portfolio and ranks #61 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in CVX as recently as Q2 2023.

Resource Consulting Group first reported a position in CVX in Q3 2022 and has held it in 3 quarters since. The position peaked at $265K in Q2 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • Resource Consulting Group held 1,724 shares of Chevron worth $257K as of Q4 2023.
  • Chevron was a new Resource Consulting Group position in Q4 2023.
  • Chevron made up 0.04% of Resource Consulting Group's portfolio in Q4 2023, its #61 holding.
  • Resource Consulting Group first reported a position in Chevron in Q3 2022 and has held it in 3 quarters since.
  • Resource Consulting Group's Chevron position peaked at $265K in Q2 2023.
  • 3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.