Triad Financial Advisors’s Chevron CVX Stock Holding History

Triad Financial 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	$837K	Buy	4,964 +210	+4%	+$33.9K	0.29%	37
2023 Q2	$748K	Buy	4,754 +4	+0.1%	+$641	0.31%	37
2023 Q1	$775K	Buy	4,750 +10	+0.2%	+$1.68K	0.34%	36
2022 Q4	$851K	Buy	4,740 +20	+0.4%	+$3.49K	0.38%	36
2022 Q3	$678K	Buy	4,720 +42	+0.9%	+$6.41K	0.37%	37
2022 Q2	$677K	Sell	4,678 -73	-2%	-$12.1K	0.38%	34
2022 Q1	$774K	Sell	4,751 -468	-9%	-$67.1K	0.41%	32
2021 Q4	$612K	Buy	+5,219	New	+$593K	0.36%	40

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

Triad Financial Advisors's CVX Position: Q3 2023 in Review

Triad Financial Advisors increased its Chevron (CVX) stake by 4.4% in Q3 2023, buying an estimated $33.9K and bringing the position to 4,964 shares worth $837K. The position accounts for 0.29% of the portfolio, ranked #37.

Triad Financial Advisors first reported a position in CVX in Q4 2021 and has held it in 8 quarters since. The position peaked at $851K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Triad Financial Advisors held 4,964 shares of Chevron worth $837K as of Q3 2023.
Triad Financial Advisors bought 210 Chevron shares in Q3 2023, an estimated $33.9K.
Chevron made up 0.29% of Triad Financial Advisors's portfolio in Q3 2023, its #37 holding.
Triad Financial Advisors first reported a position in Chevron in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Chevron position peaked at $851K in Q4 2022.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.