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Transparent Wealth Partners’s Chevron CVX Stock Holding History

Transparent Wealth Partners’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
Q1 		$293K Buy
1,796
+16
+0.9% +$2.68K 0.21% 29
2022
Q4 		$320K Buy
1,780
+15
+0.8% +$2.62K 0.25% 25
2022
Q3 		$254K Buy
1,765
+15
+0.9% +$2.29K 0.21% 27
2022
Q2 		$253K Buy
+1,750
New +$289K 0.22% 27

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Transparent Wealth Partners's CVX Position: Q1 2023 in Review

Transparent Wealth Partners increased its Chevron (CVX) stake by 0.9% in Q1 2023, buying an estimated $2.68K and bringing the position to 1,796 shares worth $293K. The position accounts for 0.21% of the portfolio, ranked #29.

Transparent Wealth Partners first reported a position in CVX in Q2 2022 and has held it in 4 quarters since. The position peaked at $320K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Transparent Wealth Partners held 1,796 shares of Chevron worth $293K as of Q1 2023.
  • Transparent Wealth Partners bought 16 Chevron shares in Q1 2023, an estimated $2.68K.
  • Chevron made up 0.21% of Transparent Wealth Partners's portfolio in Q1 2023, its #29 holding.
  • Transparent Wealth Partners first reported a position in Chevron in Q2 2022 and has held it in 4 quarters since.
  • Transparent Wealth Partners's Chevron position peaked at $320K in Q4 2022.
  • 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.