Strategic Capital Advisers’s Chevron CVX Stock Holding History

Strategic Capital Advisers’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 Q2	$3.07M	Buy	21,194 +364	+2%	+$60.2K	2.53%	13
2022 Q1	$3.39M	Sell	20,830 -372	-2%	-$53.3K	2.59%	14
2021 Q4	$2.49M	Buy	21,202 +2,835	+15%	+$322K	1.78%	28
2021 Q3	$1.86M	Buy	18,367 +3,852	+27%	+$384K	1.45%	35
2021 Q2	$1.52M	Buy	14,515 +589	+4%	+$62.2K	1.26%	36
2021 Q1	$1.46M	Sell	13,926 -1,262	-8%	-$123K	1.27%	37
2020 Q4	$1.28M	Buy	15,188 +565	+4%	+$45.7K	1.09%	36
2020 Q3	$1.05M	Buy	14,623 +6,116	+72%	+$514K	0.99%	36
2020 Q2	$759K	Buy	8,507 +1,077	+14%	+$96.4K	0.76%	35
2020 Q1	$538K	Buy	7,430 +970	+15%	+$95.8K	0.65%	37
2019 Q4	$779K	Buy	6,460 +3,124	+94%	+$368K	0.73%	38
2019 Q3	$396K	Buy	+3,336	New	+$405K	0.44%	46

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Capital Advisers's CVX Position: Q2 2022 in Review

Strategic Capital Advisers increased its Chevron (CVX) stake by 1.7% in Q2 2022, buying an estimated $60.2K and bringing the position to 21,194 shares worth $3.07M. The position accounts for 2.53% of the portfolio, ranked #13.

Strategic Capital Advisers first reported a position in CVX in Q3 2019 and has held it in 12 quarters since. The position peaked at $3.39M in Q1 2022. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Strategic Capital Advisers held 21,194 shares of Chevron worth $3.07M as of Q2 2022.
Strategic Capital Advisers bought 364 Chevron shares in Q2 2022, an estimated $60.2K.
Chevron made up 2.53% of Strategic Capital Advisers's portfolio in Q2 2022, its #13 holding.
Strategic Capital Advisers first reported a position in Chevron in Q3 2019 and has held it in 12 quarters since.
Strategic Capital Advisers's Chevron position peaked at $3.39M in Q1 2022.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.