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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Berkshire Hathaway

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 $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

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

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