Ten Capital Wealth Advisors’s Chevron CVX Stock Holding History

Ten Capital 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 Q2	$648K	Buy	4,121 +397	+11%	+$63.6K	0.19%	44
2023 Q1	$608K	Buy	3,724 +704	+23%	+$118K	0.2%	42
2022 Q4	$542K	Sell	3,020 -162	-5%	-$28.3K	0.22%	42
2022 Q3	$457K	Buy	3,182 +243	+8%	+$37.1K	0.21%	47
2022 Q2	$426K	Hold	2,939	–	–	0.19%	50
2022 Q1	$479K	Buy	2,939 +1,029	+54%	+$148K	0.2%	45
2021 Q4	$224K	Sell	1,910 -90	-5%	-$10.2K	0.09%	66
2021 Q3	$203K	Sell	2,000 -250	-11%	-$24.9K	0.09%	66
2021 Q2	$236K	Hold	2,250	–	–	0.05%	124
2021 Q1	$235K	Hold	2,250	–	–	0.06%	121
2020 Q4	$190K	Buy	+2,250	New	+$182K	0.05%	127

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ten Capital Wealth Advisors's CVX Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Chevron (CVX) stake by 11% in Q2 2023, buying an estimated $63.6K and bringing the position to 4,121 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #44.

Ten Capital Wealth Advisors first reported a position in CVX in Q4 2020 and has held it in 11 quarters since. 3,277 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Ten Capital Wealth Advisors held 4,121 shares of Chevron worth $648K as of Q2 2023.
Ten Capital Wealth Advisors bought 397 Chevron shares in Q2 2023, an estimated $63.6K.
Chevron made up 0.19% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #44 holding.
Ten Capital Wealth Advisors first reported a position in Chevron in Q4 2020 and has held it in 11 quarters since.
3,277 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.