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SBB Research Group’s Chevron CVX Stock Holding History

SBB Research 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
2023
Q3 		$288K Buy
1,708
+16
+0.9% +$2.58K 0.51% 28
2023
Q2 		$266K Buy
1,692
+16
+1% +$2.56K 0.48% 28
2023
Q1 		$274K Buy
1,676
+15
+0.9% +$2.52K 0.39% 32
2022
Q4 		$298K Buy
1,661
+13
+0.8% +$2.27K 0.43% 28
2022
Q3 		$237K Buy
1,648
+15
+0.9% +$2.29K 0.34% 29
2022
Q2 		$236K Buy
1,633
+13
+0.8% +$2.15K 0.09% 31
2022
Q1 		$264K Buy
+1,620
New +$232K 0.06% 40

Other funds holding CVX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SBB Research Group's CVX Position: Q3 2023 in Review

SBB Research Group increased its Chevron (CVX) stake by 0.95% in Q3 2023, buying an estimated $2.58K and bringing the position to 1,708 shares worth $288K. The position accounts for 0.51% of the portfolio, ranked #28.

SBB Research Group first reported a position in CVX in Q1 2022 and has held it in 7 quarters since. The position peaked at $298K in Q4 2022. 3,328 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • SBB Research Group held 1,708 shares of Chevron worth $288K as of Q3 2023.
  • SBB Research Group bought 16 Chevron shares in Q3 2023, an estimated $2.58K.
  • Chevron made up 0.51% of SBB Research Group's portfolio in Q3 2023, its #28 holding.
  • SBB Research Group first reported a position in Chevron in Q1 2022 and has held it in 7 quarters since.
  • SBB Research Group's Chevron position peaked at $298K in Q4 2022.
  • 3,328 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.