Walled Lake Planning & Wealth Management’s Chevron CVX Stock Holding History

Walled Lake Planning & 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
2022 Q1	–	Sell	-34,134	Closed	-$4.01M	–	92
2021 Q4	$4.01M	Sell	34,134 -829	-2%	-$94.2K	2.32%	21
2021 Q3	$3.55M	Buy	34,963 +690	+2%	+$68.8K	2.19%	21
2021 Q2	$3.59M	Buy	34,273 +235	+0.7%	+$24.8K	2.34%	18
2021 Q1	$3.57M	Buy	34,038 +233	+0.7%	+$22.8K	2.47%	19
2020 Q4	$2.85M	Sell	33,805 -17	-0.1%	-$1.38K	2.17%	20
2020 Q3	$2.44M	Buy	33,822 +727	+2%	+$61.1K	1.97%	20
2020 Q2	$2.95M	Sell	33,095 -622	-2%	-$55.7K	2.47%	18
2020 Q1	$2.44M	Sell	33,717 -1,368	-4%	-$135K	2.23%	20
2019 Q4	$4.23M	Buy	+35,085	New	+$4.13M	3.05%	16

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CVX Position: Q1 2022 in Review

Walled Lake Planning & Wealth Management sold out of Chevron (CVX) in Q1 2022, closing a stake of 34,134 shares — an estimated $4.01M sold.

Walled Lake Planning & Wealth Management first reported a position in CVX in Q4 2019 and held it in 9 quarters. The position peaked at $4.23M in Q4 2019. 3,064 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

Walled Lake Planning & Wealth Management reported no remaining Chevron position as of Q1 2022 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 34,134 Chevron shares in Q1 2022, an estimated $4.01M.
Walled Lake Planning & Wealth Management first reported a position in Chevron in Q4 2019 and held it in 9 quarters.
Walled Lake Planning & Wealth Management's Chevron position peaked at $4.23M in Q4 2019.
3,064 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.