WWA
CVX icon

WC Walker & Associates’s Chevron CVX Stock Holding History

WC Walker & Associates’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 		$497K Buy
3,099
+340
+12% +$59.3K 0.26% 53
2022
Q3 		$489K Buy
2,759
+272
+11% +$41.5K 0.28% 52
2022
Q2 		$342K Sell
2,487
-7
-0.3% -$1.16K 0.2% 55
2022
Q1 		$428K Buy
2,494
+1
+0% +$143 0.22% 53
2021
Q4 		$322K Sell
2,493
-83
-3% -$9.43K 0.16% 58
2021
Q3 		$261K Buy
2,576
+145
+6% +$14.5K 0.14% 60
2021
Q2 		$258K Buy
+2,431
New +$257K 0.14% 60

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WC Walker & Associates's CVX Position: Q4 2022 in Review

WC Walker & Associates increased its Chevron (CVX) stake by 12% in Q4 2022, buying an estimated $59.3K and bringing the position to 3,099 shares worth $497K. The position accounts for 0.26% of the portfolio, ranked #53.

WC Walker & Associates first reported a position in CVX in Q2 2021 and has held it in 7 quarters since. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • WC Walker & Associates held 3,099 shares of Chevron worth $497K as of Q4 2022.
  • WC Walker & Associates bought 340 Chevron shares in Q4 2022, an estimated $59.3K.
  • Chevron made up 0.26% of WC Walker & Associates's portfolio in Q4 2022, its #53 holding.
  • WC Walker & Associates first reported a position in Chevron in Q2 2021 and has held it in 7 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.