Windsor Advisory Group’s Chevron CVX Stock Holding History

Windsor Advisory Group’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 Q4	–	Sell	-3,720	Closed	-$627K	–	59
2023 Q3	$627K	Buy	3,720 +720	+24%	+$116K	1.49%	17
2023 Q2	$472K	Hold	3,000	–	–	1.17%	23
2023 Q1	$490K	Sell	3,000 -324	-10%	-$54.3K	1.17%	21
2022 Q4	$597K	Buy	+3,324	New	+$580K	1.58%	18

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Windsor Advisory Group's CVX Position: Q4 2023 in Review

Windsor Advisory Group sold out of Chevron (CVX) in Q4 2023, closing a stake of 3,720 shares — an estimated $627K sold.

Windsor Advisory Group first reported a position in CVX in Q4 2022 and held it in 4 quarters. The position peaked at $627K in Q3 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Windsor Advisory Group reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
Windsor Advisory Group sold 3,720 Chevron shares in Q4 2023, an estimated $627K.
Windsor Advisory Group first reported a position in Chevron in Q4 2022 and held it in 4 quarters.
Windsor Advisory Group's Chevron position peaked at $627K in Q3 2023.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Windsor Advisory Group's 13F filing for Q4 2023, filed 22 Jan 2024.