Willow Creek Wealth Management’s Chevron CVX Stock Holding History

Willow Creek Wealth Management’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 Q3	–	Sell	-1,684	Closed	-$244K	–	121
2022 Q2	$244K	Buy	+1,684	New	+$278K	0.05%	105
2020 Q4	–	Sell	-3,458	Closed	-$249K	–	91
2020 Q3	$249K	Hold	3,458	–	–	0.1%	70
2020 Q2	$309K	Sell	3,458 -124	-3%	-$11.1K	0.14%	45
2020 Q1	$260K	Buy	3,582 +1,103	+44%	+$109K	0.13%	49
2019 Q4	$299K	Sell	2,479 -618	-20%	-$72.8K	0.14%	57
2019 Q3	$367K	Hold	3,097	–	–	0.17%	43
2019 Q2	$385K	Hold	3,097	–	–	0.18%	42
2019 Q1	$382K	Buy	3,097 +91	+3%	+$10.8K	0.19%	42
2018 Q4	$327K	Sell	3,006 -114	-4%	-$13.2K	0.17%	43
2018 Q3	$382K	Sell	3,120 -315	-9%	-$38.2K	0.21%	41
2018 Q2	$434K	Sell	3,435 -1,679	-33%	-$208K	0.24%	33
2018 Q1	$583K	Buy	+5,114	New	+$611K	0.31%	30

Other funds holding CVX

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Willow Creek Wealth Management's CVX Position: Q3 2022 in Review

Willow Creek Wealth Management sold out of Chevron (CVX) in Q3 2022, closing a stake of 1,684 shares — an estimated $244K sold.

Willow Creek Wealth Management first reported a position in CVX in Q1 2018 and held it in 12 quarters. The position peaked at $583K in Q1 2018. 3,051 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

Willow Creek Wealth Management reported no remaining Chevron position as of Q3 2022 after selling out during the quarter.
Willow Creek Wealth Management sold 1,684 Chevron shares in Q3 2022, an estimated $244K.
Willow Creek Wealth Management first reported a position in Chevron in Q1 2018 and held it in 12 quarters.
Willow Creek Wealth Management's Chevron position peaked at $583K in Q1 2018.
3,051 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Willow Creek Wealth Management's 13F filing for Q3 2022, filed 31 Oct 2022.