Sage Private Wealth Group’s Chevron CVX Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-124	Closed	-$18K	–	74
2022 Q3	$18K	Sell	124 -1	-0.8%	-$153	0.02%	115
2022 Q2	$18K	Hold	125	–	–	0.03%	118
2022 Q1	$20K	Sell	125 -1	-0.8%	-$143	0.02%	118
2021 Q4	$14K	Sell	126 -1	-0.8%	-$114	0.02%	130
2021 Q3	$13K	Sell	127 -1,976	-94%	-$197K	0.02%	136
2021 Q2	$220K	Buy	2,103 +6	+0.3%	+$633	0.3%	38
2021 Q1	$220K	Sell	2,097 -43	-2%	-$4.2K	0.38%	36
2020 Q4	$181K	Buy	+2,140	New	+$173K	0.51%	40

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Sage Private Wealth Group's CVX Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Chevron (CVX) in Q4 2022, closing a stake of 124 shares — an estimated $18K sold.

Sage Private Wealth Group first reported a position in CVX in Q4 2020 and held it in 8 quarters. The position peaked at $220K in Q2 2021. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

Sage Private Wealth Group reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 124 Chevron shares in Q4 2022, an estimated $18K.
Sage Private Wealth Group first reported a position in Chevron in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Chevron position peaked at $220K in Q2 2021.
3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.