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CVX icon

Surevest’s Chevron CVX Stock Holding History

Surevest’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
Q3 		$4.96M Sell
34,550
-593
-2% -$90.4K 1.35% 12
2022
Q2 		$5.09M Buy
35,143
+1,460
+4% +$241K 1.33% 14
2022
Q1 		$5.49M Sell
33,683
-17,408
-34% -$2.5M 1.32% 16
2021
Q4 		$6M Sell
51,091
-5,264
-9% -$598K 1.42% 17
2021
Q3 		$5.72M Buy
56,355
+3,652
+7% +$364K 1.44% 16
2021
Q2 		$5.52M Sell
52,703
-388
-0.7% -$41K 1.44% 16
2021
Q1 		$5.56M Buy
53,091
+3,655
+7% +$357K 1.68% 9
2020
Q4 		$4.17M Buy
49,436
+3,451
+8% +$279K 1.39% 26
2020
Q3 		$3.31M Buy
45,985
+6,988
+18% +$588K 1.3% 46
2020
Q2 		$3.48M Buy
38,997
+3,993
+11% +$357K 1.54% 18
2020
Q1 		$2.54M Buy
35,004
+17,331
+98% +$1.71M 1.38% 25
2019
Q4 		$2.13M Buy
17,673
+6,096
+53% +$718K 0.91% 43
2019
Q3 		$1.37M Buy
11,577
+1,261
+12% +$153K 0.68% 66
2019
Q2 		$1.28M Buy
10,316
+4,214
+69% +$510K 0.67% 61
2019
Q1 		$752K Buy
6,102
+3,573
+141% +$423K 0.46% 62
2018
Q4 		$275K Buy
+2,529
New +$293K 0.22% 97

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Surevest's CVX Position: Q3 2022 in Review

Surevest reduced its Chevron (CVX) stake by 1.7% in Q3 2022, selling an estimated $90.4K and leaving 34,550 shares worth $4.96M. The position accounts for 1.35% of the portfolio, ranked #12.

Surevest first reported a position in CVX in Q4 2018 and has held it in 16 quarters since. The position peaked at $6M in Q4 2021. 3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Surevest held 34,550 shares of Chevron worth $4.96M as of Q3 2022.
  • Surevest sold 593 Chevron shares in Q3 2022, an estimated $90.4K.
  • Chevron made up 1.35% of Surevest's portfolio in Q3 2022, its #12 holding.
  • Surevest first reported a position in Chevron in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Chevron position peaked at $6M in Q4 2021.
  • 3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.