WIA
CVX icon

Wealthstreet Investment Advisors’s Chevron CVX Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$24K Hold
150
– – 0.65% 35
2021
Q4 		$18K Hold
150
– – 0.44% 43
2021
Q3 		$15K Hold
150
– – 0.41% 44
2021
Q2 		$16K Sell
150
-39,225
-100% -$4.14M 0.08% 69
2021
Q1 		$4.13M Sell
39,375
-51
-0.1% -$4.98K 0.4% 61
2020
Q4 		$3.33M Buy
39,426
+954
+2% +$77.2K 0.34% 72
2020
Q3 		$2.77M Buy
38,472
+31
+0.1% +$2.61K 0.31% 72
2020
Q2 		$3.43M Buy
38,441
+1,157
+3% +$104K 0.42% 58
2020
Q1 		$2.7M Sell
37,284
-484
-1% -$47.8K 0.4% 58
2019
Q4 		$4.55M Sell
37,768
-5,541
-13% -$653K 0.53% 51
2019
Q3 		$5.12M Buy
43,309
+63
+0.1% +$7.65K 0.65% 41
2019
Q2 		$5.38M Buy
43,246
+4,447
+11% +$538K 0.7% 37
2019
Q1 		$4.78M Buy
38,799
+234
+0.6% +$27.7K 0.63% 43
2018
Q4 		$4.33M Sell
38,565
-141
-0.4% -$16.3K 0.61% 47
2018
Q3 		$4.73M Sell
38,706
-16
-0% -$1.94K 0.58% 47
2018
Q2 		$4.9M Sell
38,722
-477
-1% -$59.2K 0.65% 42
2018
Q1 		$4.47M Sell
39,199
-885
-2% -$106K 0.56% 49
2017
Q4 		$5.02M Buy
+40,084
New +$4.75M 0.61% 43

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthstreet Investment Advisors's CVX Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Chevron (CVX) position steady in Q1 2022 at 150 shares worth $24K. The position accounts for 0.65% of the portfolio, ranked #35.

Wealthstreet Investment Advisors first reported a position in CVX in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.38M in Q2 2019. 3,063 funds tracked by Wall St. Rank hold CVX as of Q1 2022.

  • Wealthstreet Investment Advisors held 150 shares of Chevron worth $24K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Chevron share count unchanged in Q1 2022.
  • Chevron made up 0.65% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #35 holding.
  • Wealthstreet Investment Advisors first reported a position in Chevron in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Chevron position peaked at $5.38M in Q2 2019.
  • 3,063 funds tracked by Wall St. Rank held Chevron as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.