UBP Investment Advisors’s Chevron CVX Stock Holding History

UBP Investment 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
2022 Q3	$830K	Hold	5,749	–	–	0.43%	37
2022 Q2	$830K	Buy	+5,749	New	+$950K	0.33%	46

Other funds holding CVX

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBP Investment Advisors's CVX Position: Q3 2022 in Review

UBP Investment Advisors held its Chevron (CVX) position steady in Q3 2022 at 5,749 shares worth $830K. The position accounts for 0.43% of the portfolio, ranked #37.

UBP Investment Advisors first reported a position in CVX in Q2 2022 and has held it in 2 quarters since. 3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

UBP Investment Advisors held 5,749 shares of Chevron worth $830K as of Q3 2022.
UBP Investment Advisors left its Chevron share count unchanged in Q3 2022.
Chevron made up 0.43% of UBP Investment Advisors's portfolio in Q3 2022, its #37 holding.
UBP Investment Advisors first reported a position in Chevron in Q2 2022 and has held it in 2 quarters since.
3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.