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

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

BlackRock New York $5.7T 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return