Soundmark Wealth Management’s Chevron CVX Stock Holding History

Soundmark 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 Q1	–	Sell	-1,117	Closed	-$200K	–	59
2022 Q4	$200K	Buy	+1,117	New	+$195K	0.13%	55

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

Soundmark Wealth Management's CVX Position: Q1 2023 in Review

Soundmark Wealth Management sold out of Chevron (CVX) in Q1 2023, closing a stake of 1,117 shares — an estimated $200K sold.

Soundmark Wealth Management first reported a position in CVX in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

Soundmark Wealth Management reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
Soundmark Wealth Management sold 1,117 Chevron shares in Q1 2023, an estimated $200K.
Soundmark Wealth Management first reported a position in Chevron in Q4 2022 and held it in 1 quarter.
Soundmark Wealth Management's Chevron position peaked at $200K in Q4 2022.
3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Soundmark Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.