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Royal Harbor Partners’s Chevron CVX Stock Holding History

Royal Harbor Partners’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 		– Sell
-14,628
Closed -$2.12M – 73
2022
Q2 		$2.12M Buy
+14,628
New +$2.42M 1.45% 29
2021
Q2 		– Sell
-6,184
Closed -$648K – 76
2021
Q1 		$648K Buy
6,184
+86
+1% +$8.4K 0.49% 47
2020
Q4 		$515K Sell
6,098
-497
-8% -$40.2K 0.43% 61
2020
Q3 		$475K Sell
6,595
-1,413
-18% -$119K 0.45% 60
2020
Q2 		$715K Sell
8,008
-2,374
-23% -$213K 0.71% 46
2020
Q1 		$752K Buy
+10,382
New +$1.03M 0.87% 31

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Harbor Partners's CVX Position: Q3 2022 in Review

Royal Harbor Partners sold out of Chevron (CVX) in Q3 2022, closing a stake of 14,628 shares — an estimated $2.12M sold.

Royal Harbor Partners first reported a position in CVX in Q1 2020 and held it in 6 quarters. The position peaked at $2.12M in Q2 2022. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Royal Harbor Partners reported no remaining Chevron position as of Q3 2022 after selling out during the quarter.
  • Royal Harbor Partners sold 14,628 Chevron shares in Q3 2022, an estimated $2.12M.
  • Royal Harbor Partners first reported a position in Chevron in Q1 2020 and held it in 6 quarters.
  • Royal Harbor Partners's Chevron position peaked at $2.12M in Q2 2022.
  • 3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Royal Harbor Partners's 13F filing for Q3 2022, filed 21 Oct 2022.