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St. Clair Advisors’s Chevron CVX Stock Holding History

St. Clair Advisors’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
Q1 		– Sell
-5,000
Closed -$587K – 43
2021
Q4 		$587K Sell
5,000
-1,255
-20% -$143K 0.34% 30
2021
Q3 		$635K Buy
6,255
+1,255
+25% +$125K 0.44% 22
2021
Q2 		$524K Hold
5,000
– – 0.39% 21
2021
Q1 		$524K Buy
+5,000
New +$488K 0.42% 20

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

St. Clair Advisors's CVX Position: Q1 2022 in Review

St. Clair Advisors sold out of Chevron (CVX) in Q1 2022, closing a stake of 5,000 shares — an estimated $587K sold.

St. Clair Advisors first reported a position in CVX in Q1 2021 and held it in 4 quarters. The position peaked at $635K in Q3 2021. 3,064 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • St. Clair Advisors reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
  • St. Clair Advisors sold 5,000 Chevron shares in Q1 2022, an estimated $587K.
  • St. Clair Advisors first reported a position in Chevron in Q1 2021 and held it in 4 quarters.
  • St. Clair Advisors's Chevron position peaked at $635K in Q3 2021.
  • 3,064 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on St. Clair Advisors's 13F filing for Q1 2022, filed 10 Apr 2025.