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Sargent Bickham Lagudis’s Chevron CVX Stock Holding History

Sargent Bickham Lagudis’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 		$1.52M Buy
8,472
+455
+6% +$79.4K 0.12% 116
2022
Q3 		$1.15M Sell
8,017
-97
-1% -$14.8K 0.1% 122
2022
Q2 		$1.17M Buy
8,114
+13
+0.2% +$2.15K 0.1% 126
2022
Q1 		$1.32M Sell
8,101
-236
-3% -$33.8K 0.1% 119
2021
Q4 		$978K Buy
8,337
+204
+3% +$23.2K 0.07% 134
2021
Q3 		$825K Buy
8,133
+3,393
+72% +$338K 0.07% 133
2021
Q2 		$497K Buy
4,740
+1,116
+31% +$118K 0.04% 174
2021
Q1 		$380K Buy
3,624
+18
+0.5% +$1.76K 0.03% 181
2020
Q4 		$305K Buy
3,606
+316
+10% +$25.6K 0.03% 193
2020
Q3 		$237K Sell
3,290
-108
-3% -$9.08K 0.02% 193
2020
Q2 		$303K Sell
3,398
-277
-8% -$24.8K 0.03% 173
2020
Q1 		$266K Sell
3,675
-1,030
-22% -$102K 0.03% 178
2019
Q4 		$567K Buy
4,705
+478
+11% +$56.3K 0.06% 137
2019
Q3 		$501K Sell
4,227
-1,474
-26% -$179K 0.06% 136
2019
Q2 		$709K Sell
5,701
-561
-9% -$67.8K 0.08% 125
2019
Q1 		$771K Sell
6,262
-1,871
-23% -$221K 0.09% 128
2018
Q4 		$885K Buy
8,133
+119
+1% +$13.8K 0.11% 115
2018
Q3 		$980K Sell
8,014
-42
-0.5% -$5.09K 0.12% 117
2018
Q2 		$1.02M Sell
8,056
-137
-2% -$17K 0.13% 115
2018
Q1 		$934K Sell
8,193
-251
-3% -$30K 0.12% 115
2017
Q4 		$1.06M Sell
8,444
-354
-4% -$42K 0.13% 120
2017
Q3 		$1.03M Sell
8,798
-435
-5% -$47.5K 0.13% 120
2017
Q2 		$963K Sell
9,233
-565
-6% -$59.9K 0.12% 121
2017
Q1 		$1.05M Buy
9,798
+437
+5% +$49K 0.14% 119
2016
Q4 		$1.1M Buy
9,361
+9,158
+4,511% +$997K 0.17% 110
2016
Q3 		$984 Sell
203
-9,019
-98% -$921K 0.15% 115
2016
Q2 		$967K Buy
9,222
+477
+5% +$48K 0.15% 112
2016
Q1 		$834K Buy
+8,745
New +$765K 0.13% 116

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

Sargent Bickham Lagudis's CVX Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Chevron (CVX) stake by 5.7% in Q4 2022, buying an estimated $79.4K and bringing the position to 8,472 shares worth $1.52M. The position accounts for 0.12% of the portfolio, ranked #116.

Sargent Bickham Lagudis first reported a position in CVX in Q1 2016 and has held it in 28 quarters since. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • Sargent Bickham Lagudis held 8,472 shares of Chevron worth $1.52M as of Q4 2022.
  • Sargent Bickham Lagudis bought 455 Chevron shares in Q4 2022, an estimated $79.4K.
  • Chevron made up 0.12% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #116 holding.
  • Sargent Bickham Lagudis first reported a position in Chevron in Q1 2016 and has held it in 28 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.