US Financial Advisors’s Chevron CVX Stock Holding History

US 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
2022 Q4	–	Sell	-2,337	Closed	-$336K	–	79
2022 Q3	$336K	Hold	2,337	–	–	0.19%	39
2022 Q2	$338K	Hold	2,337	–	–	0.19%	37
2022 Q1	$381K	Hold	2,337	–	–	0.18%	42
2021 Q4	$274K	Hold	2,337	–	–	0.12%	55
2021 Q3	$237K	Hold	2,337	–	–	0.12%	56
2021 Q2	$245K	Sell	2,337 -1,607	-41%	-$170K	0.12%	63
2021 Q1	$413K	Buy	3,944 +1,163	+42%	+$114K	0.11%	96
2020 Q4	$235K	Buy	+2,781	New	+$225K	0.07%	114
2016 Q2	–	Sell	-12	Closed	-$1K	–	117
2016 Q1	$1K	Sell	12 -325	-96%	-$28.4K	﹤0.01%	376
2015 Q4	$30K	Buy	337 +299	+787%	+$27K	0.03%	192
2015 Q3	$3K	Hold	38	–	–	0.01%	352
2015 Q2	$4K	Hold	38	–	–	﹤0.01%	305
2015 Q1	$4K	Sell	38 -801	-95%	-$85.5K	﹤0.01%	328
2014 Q4	$94K	Buy	+839	New	+$95.3K	0.08%	76

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

US Financial Advisors's CVX Position: Q4 2022 in Review

US Financial Advisors sold out of Chevron (CVX) in Q4 2022, closing a stake of 2,337 shares — an estimated $336K sold.

US Financial Advisors first reported a position in CVX in Q4 2014 and held it in 14 quarters. The position peaked at $413K in Q1 2021. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

US Financial Advisors reported no remaining Chevron position as of Q4 2022 after selling out during the quarter.
US Financial Advisors sold 2,337 Chevron shares in Q4 2022, an estimated $336K.
US Financial Advisors first reported a position in Chevron in Q4 2014 and held it in 14 quarters.
US Financial Advisors's Chevron position peaked at $413K in Q1 2021.
3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on US Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.