TRUADVICE’s Chevron CVX Stock Holding History

TRUADVICE’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	$585K	Sell	4,089 -634	-13%	-$102K	0.23%	111
2023 Q2	$760K	Buy	4,723 +100	+2%	+$16K	0.28%	93
2023 Q1	$779K	Buy	4,623 +2,611	+130%	+$438K	0.31%	82
2022 Q4	$363K	Buy	2,012 +274	+16%	+$47.8K	0.19%	108
2022 Q3	$317K	Buy	1,738 +273	+19%	+$41.6K	0.18%	105
2022 Q2	$221K	Buy	+1,465	New	+$242K	0.12%	137
2021 Q3	–	Sell	-6,511	Closed	-$655K	–	156
2021 Q2	$655K	Buy	6,511 +540	+9%	+$57K	0.14%	140
2021 Q1	$638K	Sell	5,971 -1,184	-17%	-$116K	0.19%	104
2020 Q4	$631K	Buy	7,155 +1,206	+20%	+$97.6K	0.19%	117
2020 Q3	$439K	Buy	+5,949	New	+$500K	0.18%	117

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

TRUADVICE's CVX Position: Q3 2023 in Review

TRUADVICE reduced its Chevron (CVX) stake by 13% in Q3 2023, selling an estimated $102K and leaving 4,089 shares worth $585K. The position accounts for 0.23% of the portfolio, ranked #111.

TRUADVICE first reported a position in CVX in Q3 2020 and has held it in 10 quarters since. The position peaked at $779K in Q1 2023. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

TRUADVICE held 4,089 shares of Chevron worth $585K as of Q3 2023.
TRUADVICE sold 634 Chevron shares in Q3 2023, an estimated $102K.
Chevron made up 0.23% of TRUADVICE's portfolio in Q3 2023, its #111 holding.
TRUADVICE first reported a position in Chevron in Q3 2020 and has held it in 10 quarters since.
TRUADVICE's Chevron position peaked at $779K in Q1 2023.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.