RGT Wealth Advisors’s Chevron CVX Stock Holding History

RGT Wealth 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
2022 Q3	$208K	Buy	+1,446	New	+$221K	0.03%	71
2022 Q2	–	Sell	-2,729	Closed	-$444K	–	125
2022 Q1	$444K	Buy	2,729 +1,296	+90%	+$186K	0.07%	56
2021 Q4	$168K	Buy	+1,433	New	+$163K	0.03%	97
2017 Q1	–	Sell	-1,984	Closed	-$234K	–	113
2016 Q4	$234K	Sell	1,984 -53	-3%	-$5.77K	0.13%	98
2016 Q3	$210K	Buy	+2,037	New	+$208K	0.13%	107

Other funds holding CVX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RGT Wealth Advisors's CVX Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in Chevron (CVX) in Q3 2022: 1,446 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #71 among its holdings. This is a return to the name: RGT Wealth Advisors previously reported a position in CVX as recently as Q1 2022.

RGT Wealth Advisors first reported a position in CVX in Q3 2016 and has held it in 5 quarters since. The position peaked at $444K in Q1 2022. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

RGT Wealth Advisors held 1,446 shares of Chevron worth $208K as of Q3 2022.
Chevron was a new RGT Wealth Advisors position in Q3 2022.
Chevron made up 0.03% of RGT Wealth Advisors's portfolio in Q3 2022, its #71 holding.
RGT Wealth Advisors first reported a position in Chevron in Q3 2016 and has held it in 5 quarters since.
RGT Wealth Advisors's Chevron position peaked at $444K in Q1 2022.
3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.