Silicon Hills Wealth Management’s Chevron CVX Stock Holding History

Silicon Hills Wealth Management’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 Q2	$354K	Sell	2,248 -3	-0.1%	-$481	0.2%	66
2023 Q1	$367K	Buy	2,251 +5	+0.2%	+$838	0.22%	60
2022 Q4	$403K	Hold	2,246	–	–	0.3%	65
2022 Q3	$323K	Sell	2,246 -21	-0.9%	-$3.2K	0.26%	70
2022 Q2	$328K	Sell	2,267 -1,358	-37%	-$224K	0.24%	76
2022 Q1	$590K	Sell	3,625 -104	-3%	-$14.9K	0.38%	60
2021 Q4	$438K	Sell	3,729 -363	-9%	-$41.2K	0.27%	79
2021 Q3	$415K	Buy	4,092 +626	+18%	+$62.4K	0.28%	76
2021 Q2	$363K	Sell	3,466 -30	-0.9%	-$3.17K	0.28%	68
2021 Q1	$366K	Sell	3,496 -80	-2%	-$7.81K	0.33%	67
2020 Q4	$302K	Buy	3,576 +30	+0.8%	+$2.43K	0.27%	70
2020 Q3	$255K	Sell	3,546 -30	-0.8%	-$2.52K	0.26%	70
2020 Q2	$319K	Sell	3,576 -400	-10%	-$35.8K	0.38%	62
2020 Q1	$288K	Buy	3,976 +3,969	+56,700%	+$392K	0.38%	61
2019 Q4	$450	Buy	+7	New	+$824	0.34%	59

Other funds holding CVX

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Silicon Hills Wealth Management's CVX Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Chevron (CVX) stake by 0.13% in Q2 2023, selling an estimated $481 and leaving 2,248 shares worth $354K. The position accounts for 0.2% of the portfolio, ranked #66.

Silicon Hills Wealth Management first reported a position in CVX in Q4 2019 and has held it in 15 quarters since. The position peaked at $590K in Q1 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Silicon Hills Wealth Management held 2,248 shares of Chevron worth $354K as of Q2 2023.
Silicon Hills Wealth Management sold 3 Chevron shares in Q2 2023, an estimated $481.
Chevron made up 0.2% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #66 holding.
Silicon Hills Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Chevron position peaked at $590K in Q1 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.