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WealthBridge Investment Counsel’s Chevron CVX Stock Holding History

WealthBridge Investment Counsel’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
Q1 		– Sell
-3,900
Closed -$700K – 45
2022
Q4 		$700K Buy
+3,900
New +$681K 0.31% 43

Other funds holding CVX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthBridge Investment Counsel's CVX Position: Q1 2023 in Review

WealthBridge Investment Counsel sold out of Chevron (CVX) in Q1 2023, closing a stake of 3,900 shares — an estimated $700K sold.

WealthBridge Investment Counsel first reported a position in CVX in Q4 2022 and held it in 1 quarter. The position peaked at $700K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • WealthBridge Investment Counsel reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
  • WealthBridge Investment Counsel sold 3,900 Chevron shares in Q1 2023, an estimated $700K.
  • WealthBridge Investment Counsel first reported a position in Chevron in Q4 2022 and held it in 1 quarter.
  • WealthBridge Investment Counsel's Chevron position peaked at $700K in Q4 2022.
  • 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on WealthBridge Investment Counsel's 13F filing for Q1 2023, filed 19 Apr 2023.