Rockwood Wealth Management’s Chevron CVX Stock Holding History

Rockwood Wealth Management’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 Q1	–	Sell	-3,352	Closed	-$393K	–	88
2021 Q4	$393K	Buy	+3,352	New	+$381K	0.17%	68

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Rockwood Wealth Management's CVX Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Chevron (CVX) in Q1 2022, closing a stake of 3,352 shares — an estimated $393K sold.

Rockwood Wealth Management first reported a position in CVX in Q4 2021 and held it in 1 quarter. The position peaked at $393K in Q4 2021. 3,064 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

Rockwood Wealth Management reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 3,352 Chevron shares in Q1 2022, an estimated $393K.
Rockwood Wealth Management first reported a position in Chevron in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Chevron position peaked at $393K in Q4 2021.
3,064 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.