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Riverpoint Wealth Management Holdings’s Chevron CVX Stock Holding History

Riverpoint Wealth Management Holdings’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
Q1 		– Sell
-739
Closed -$133K – 62
2022
Q4 		$133K Buy
+739
New +$129K 0.05% 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

Riverpoint Wealth Management Holdings's CVX Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Chevron (CVX) in Q1 2023, closing a stake of 739 shares — an estimated $133K sold.

Riverpoint Wealth Management Holdings first reported a position in CVX in Q4 2022 and held it in 1 quarter. The position peaked at $133K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 739 Chevron shares in Q1 2023, an estimated $133K.
  • Riverpoint Wealth Management Holdings first reported a position in Chevron in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Chevron position peaked at $133K in Q4 2022.
  • 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.