Wealth Advisors’s Chevron CVX Stock Holding History

Wealth 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
2023 Q2	–	Sell	-1,255	Closed	-$212K	–	66
2023 Q1	$212K	Sell	1,255 -403	-24%	-$67.6K	0.1%	64
2022 Q4	$298K	Buy	1,658 +37	+2%	+$6.46K	0.16%	48
2022 Q3	$233K	Buy	1,621 +134	+9%	+$20.4K	0.12%	51
2022 Q2	$215K	Buy	+1,487	New	+$246K	0.1%	54

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

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

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

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

Wealth Advisors's CVX Position: Q2 2023 in Review

Wealth Advisors sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,255 shares — an estimated $212K sold.

Wealth Advisors first reported a position in CVX in Q2 2022 and held it in 4 quarters. The position peaked at $298K in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Wealth Advisors reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
Wealth Advisors sold 1,255 Chevron shares in Q2 2023, an estimated $212K.
Wealth Advisors first reported a position in Chevron in Q2 2022 and held it in 4 quarters.
Wealth Advisors's Chevron position peaked at $298K in Q4 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.