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Retirement Income Solutions’s Chevron CVX Stock Holding History

Retirement Income Solutions’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 		– Sell
-1,369
Closed -$223K – 141
2023
Q1 		$223K Buy
+1,369
New +$230K 0.07% 124
2019
Q4 		– Sell
-2,159
Closed -$256K – 78
2019
Q3 		$256K Buy
+2,159
New +$262K 0.14% 62
2018
Q1 		– Sell
-2,231
Closed -$279K – 69
2017
Q4 		$279K Buy
+2,231
New +$265K 0.16% 57

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Income Solutions's CVX Position: Q2 2023 in Review

Retirement Income Solutions sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,369 shares — an estimated $223K sold.

Retirement Income Solutions first reported a position in CVX in Q4 2017 and held it in 3 quarters. The position peaked at $279K in Q4 2017. 3,279 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Retirement Income Solutions reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
  • Retirement Income Solutions sold 1,369 Chevron shares in Q2 2023, an estimated $223K.
  • Retirement Income Solutions first reported a position in Chevron in Q4 2017 and held it in 3 quarters.
  • Retirement Income Solutions's Chevron position peaked at $279K in Q4 2017.
  • 3,279 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Retirement Income Solutions's 13F filing for Q2 2023, filed 28 Jul 2023.