Vigilare Wealth Management’s Chevron CVX Stock Holding History

Vigilare Wealth Management’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	–	Sell	-1,338	Closed	-$211K	–	86
2023 Q2	$211K	Hold	1,338	–	–	0.12%	89
2023 Q1	$218K	Hold	1,338	–	–	0.12%	95
2022 Q4	$240K	Buy	+1,338	New	+$233K	0.14%	88
2022 Q2	–	Sell	-1,338	Closed	-$218K	–	116
2022 Q1	$218K	Sell	1,338 -5,467	-80%	-$784K	0.18%	126
2021 Q4	$799K	Buy	6,805 +907	+15%	+$103K	0.47%	53
2021 Q3	$598K	Sell	5,898 -823	-12%	-$82.1K	0.37%	74
2021 Q2	$704K	Buy	6,721 +2,834	+73%	+$299K	0.43%	55
2021 Q1	$407K	Buy	+3,887	New	+$380K	0.29%	97
2020 Q2	–	Sell	-6,214	Closed	-$450K	–	128
2020 Q1	$450K	Sell	6,214 -3,409	-35%	-$337K	0.54%	47
2019 Q4	$1.02M	Buy	+9,623	New	+$1.13M	0.68%	41

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

Vigilare Wealth Management's CVX Position: Q3 2023 in Review

Vigilare Wealth Management sold out of Chevron (CVX) in Q3 2023, closing a stake of 1,338 shares — an estimated $211K sold.

Vigilare Wealth Management first reported a position in CVX in Q4 2019 and held it in 10 quarters. The position peaked at $1.02M in Q4 2019. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Vigilare Wealth Management reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
Vigilare Wealth Management sold 1,338 Chevron shares in Q3 2023, an estimated $211K.
Vigilare Wealth Management first reported a position in Chevron in Q4 2019 and held it in 10 quarters.
Vigilare Wealth Management's Chevron position peaked at $1.02M in Q4 2019.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Vigilare Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.