Titus Wealth Management’s Chevron CVX Stock Holding History

Titus Wealth Management’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	$1.65M	Sell	11,413 -969	-8%	-$160K	0.83%	26
2022 Q1	$2.02M	Sell	12,382 -252	-2%	-$36.1K	0.91%	24
2021 Q4	$1.48M	Buy	12,634 +2,183	+21%	+$248K	0.67%	30
2021 Q3	$1.06M	Buy	10,451 +925	+10%	+$92.3K	0.56%	29
2021 Q2	$998K	Buy	9,526 +120	+1%	+$12.7K	0.54%	31
2021 Q1	$986K	Buy	9,406 +61	+0.7%	+$5.96K	0.58%	30
2020 Q4	$789K	Sell	9,345 -1,281	-12%	-$104K	0.48%	39
2020 Q3	$765K	Sell	10,626 -646	-6%	-$54.3K	0.55%	35
2020 Q2	$1.01M	Buy	11,272 +837	+8%	+$74.9K	0.79%	26
2020 Q1	$756K	Buy	10,435 +788	+8%	+$77.9K	0.71%	29
2019 Q4	$1.16M	Sell	9,647 -3,233	-25%	-$381K	1.17%	21
2019 Q3	$1.53M	Sell	12,880 -2,855	-18%	-$347K	1.4%	15
2019 Q2	$1.96M	Sell	15,735 -321	-2%	-$38.8K	1.93%	12
2019 Q1	$1.98K	Sell	16,056 -1,371	-8%	-$162K	1.74%	13
2018 Q4	$19K	Sell	17,427 -1,993	-10%	-$231K	16.18%	1
2018 Q3	$2.38M	Buy	19,420 +152	+0.8%	+$18.4K	2.05%	13
2018 Q2	$2.43M	Sell	19,268 -384	-2%	-$47.7K	2.59%	10
2018 Q1	$2.24M	Buy	19,652 +118	+0.6%	+$14.1K	2.16%	12
2017 Q4	$2.44M	Buy	+19,534	New	+$2.32M	2.76%	11

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Titus Wealth Management's CVX Position: Q2 2022 in Review

Titus Wealth Management reduced its Chevron (CVX) stake by 7.8% in Q2 2022, selling an estimated $160K and leaving 11,413 shares worth $1.65M. The position accounts for 0.83% of the portfolio, ranked #26.

Titus Wealth Management first reported a position in CVX in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.44M in Q4 2017. 3,053 funds tracked by Wall St. Rank hold CVX as of Q2 2022.

Titus Wealth Management held 11,413 shares of Chevron worth $1.65M as of Q2 2022.
Titus Wealth Management sold 969 Chevron shares in Q2 2022, an estimated $160K.
Chevron made up 0.83% of Titus Wealth Management's portfolio in Q2 2022, its #26 holding.
Titus Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's Chevron position peaked at $2.44M in Q4 2017.
3,053 funds tracked by Wall St. Rank held Chevron as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.