RPg Family Wealth Advisory’s Chevron CVX Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-100	Closed	-$16.3K	–	129
2022 Q1	$16.3K	Hold	100	–	–	0.01%	226
2021 Q4	$11.7K	Hold	100	–	–	﹤0.01%	259
2021 Q3	$10.1K	Hold	100	–	–	﹤0.01%	278
2021 Q2	$10.5K	Buy	+100	New	+$10.6K	﹤0.01%	273
2020 Q1	–	Sell	-100	Closed	-$12.1K	–	260
2019 Q4	$12.1K	Sell	100 -150	-60%	-$17.7K	0.01%	252
2019 Q3	$29.6K	Hold	250	–	–	0.02%	195
2019 Q2	$31.1K	Hold	250	–	–	0.02%	187
2019 Q1	$30.8K	Hold	250	–	–	0.02%	198
2018 Q4	$27.2K	Hold	250	–	–	0.03%	137
2018 Q3	$30.6K	Hold	250	–	–	0.02%	139
2018 Q2	$31.6K	Buy	+250	New	+$31K	0.02%	133
2017 Q1	–	Sell	-196	Closed	-$23.1K	–	287
2016 Q4	$23.1K	Buy	196 +92	+88%	+$10K	0.02%	175
2016 Q3	$10.7K	Sell	104 -2,829	-96%	-$289K	0.01%	232
2016 Q2	$307K	Buy	2,933 +1,875	+177%	+$189K	0.13%	53
2016 Q1	$101K	Buy	1,058 +134	+15%	+$11.7K	0.08%	85
2015 Q4	$83.1K	Buy	+924	New	+$83.3K	0.08%	67

Other funds holding CVX

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RPg Family Wealth Advisory's CVX Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Chevron (CVX) in Q2 2022, closing a stake of 100 shares — an estimated $16.3K sold.

RPg Family Wealth Advisory first reported a position in CVX in Q4 2015 and held it in 16 quarters. The position peaked at $307K in Q2 2016. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

RPg Family Wealth Advisory reported no remaining Chevron position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 100 Chevron shares in Q2 2022, an estimated $16.3K.
RPg Family Wealth Advisory first reported a position in Chevron in Q4 2015 and held it in 16 quarters.
RPg Family Wealth Advisory's Chevron position peaked at $307K in Q2 2016.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.