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Sutton Wealth Advisors’s Chevron CVX Stock Holding History

Sutton Wealth 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
2023
Q3 		$2.41M Buy
14,322
+118
+0.8% +$19.1K 1.19% 20
2023
Q2 		$2.24M Buy
14,204
+526
+4% +$84.3K 1.08% 20
2023
Q1 		$2.23M Sell
13,678
-4,715
-26% -$790K 1.19% 19
2022
Q4 		$3.3M Sell
18,393
-163
-0.9% -$28.4K 1.26% 18
2022
Q3 		$2.67M Buy
18,556
+1,715
+10% +$262K 1.09% 20
2022
Q2 		$2.44M Buy
16,841
+553
+3% +$91.4K 0.97% 21
2022
Q1 		$2.65M Buy
16,288
+747
+5% +$107K 0.91% 23
2021
Q4 		$1.82M Buy
15,541
+573
+4% +$65.1K 0.61% 34
2021
Q3 		$1.52M Buy
14,968
+1
+0% +$100 0.56% 37
2021
Q2 		$1.57M Buy
14,967
+37
+0.2% +$3.91K 0.57% 36
2021
Q1 		$1.56M Sell
14,930
-691
-4% -$67.5K 0.62% 34
2020
Q4 		$1.32M Buy
15,621
+908
+6% +$73.5K 0.56% 35
2020
Q3 		$1.06M Buy
14,713
+525
+4% +$44.2K 0.51% 38
2020
Q2 		$1.27M Buy
14,188
+1,973
+16% +$177K 0.66% 31
2020
Q1 		$885K Buy
12,215
+124
+1% +$12.3K 0.56% 36
2019
Q4 		$1.46M Sell
12,091
-874
-7% -$103K 0.75% 25
2019
Q3 		$1.54M Buy
12,965
+15
+0.1% +$1.82K 0.86% 20
2019
Q2 		$1.61M Sell
12,950
-9
-0.1% -$1.09K 0.93% 20
2019
Q1 		$1.6M Sell
12,959
-65
-0.5% -$7.69K 0.93% 19
2018
Q4 		$1.42M Buy
13,024
+78
+0.6% +$9.04K 0.91% 20
2018
Q3 		$1.58M Sell
12,946
-3,975
-23% -$482K 1.04% 13
2018
Q2 		$2.14M Buy
16,921
+17
+0.1% +$2.11K 1.49% 10
2018
Q1 		$1.93M Sell
16,904
-39
-0.2% -$4.66K 1.38% 10
2017
Q4 		$2.12M Sell
16,943
-156
-0.9% -$18.5K 1.55% 9
2017
Q3 		$2.01M Buy
17,099
+4
+0% +$437 1.53% 11
2017
Q2 		$1.78M Sell
17,095
-221
-1% -$23.4K 1.41% 11
2017
Q1 		$1.86M Buy
17,316
+141
+0.8% +$15.8K 1.56% 11
2016
Q4 		$2.02M Sell
17,175
-841
-5% -$91.6K 1.81% 8
2016
Q3 		$1.85M Buy
18,016
+171
+1% +$17.5K 1.69% 10
2016
Q2 		$1.87M Buy
17,845
+514
+3% +$51.7K 1.77% 9
2016
Q1 		$1.65M Buy
+17,331
New +$1.52M 1.57% 11

Other funds holding CVX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's CVX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Chevron (CVX) stake by 0.83% in Q3 2023, buying an estimated $19.1K and bringing the position to 14,322 shares worth $2.41M. The position accounts for 1.19% of the portfolio, ranked #20.

Sutton Wealth Advisors first reported a position in CVX in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.3M in Q4 2022. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • Sutton Wealth Advisors held 14,322 shares of Chevron worth $2.41M as of Q3 2023.
  • Sutton Wealth Advisors bought 118 Chevron shares in Q3 2023, an estimated $19.1K.
  • Chevron made up 1.19% of Sutton Wealth Advisors's portfolio in Q3 2023, its #20 holding.
  • Sutton Wealth Advisors first reported a position in Chevron in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Chevron position peaked at $3.3M in Q4 2022.
  • 3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.