TMD Wealth Management’s Chevron CVX Stock Holding History

TMD 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
2023 Q3	–	Sell	-1,417	Closed	-$223K	–	57
2023 Q2	$223K	Buy	+1,417	New	+$227K	0.06%	49
2023 Q1	–	Sell	-1,115	Closed	-$200K	–	50
2022 Q4	$200K	Sell	1,115 -323	-22%	-$56.4K	0.09%	41
2022 Q3	$207K	Buy	+1,438	New	+$219K	0.09%	40
2022 Q2	–	Sell	-1,308	Closed	-$213K	–	43
2022 Q1	$213K	Buy	+1,308	New	+$188K	0.08%	44

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

TMD Wealth Management's CVX Position: Q3 2023 in Review

TMD Wealth Management sold out of Chevron (CVX) in Q3 2023, closing a stake of 1,417 shares — an estimated $223K sold.

TMD Wealth Management first reported a position in CVX in Q1 2022 and held it in 4 quarters. The position peaked at $223K in Q2 2023. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

TMD Wealth Management reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
TMD Wealth Management sold 1,417 Chevron shares in Q3 2023, an estimated $223K.
TMD Wealth Management first reported a position in Chevron in Q1 2022 and held it in 4 quarters.
TMD Wealth Management's Chevron position peaked at $223K in Q2 2023.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on TMD Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.