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Wipfli Financial Advisors’s Chevron CVX Stock Holding History

Wipfli Financial 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
Q3 		$1.89M Buy
+13,158
New +$2.01M 0.13% 71

Other funds holding CVX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's CVX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Chevron (CVX) in Q3 2022: 13,158 shares worth $1.89M. The stake represents 0.13% of the portfolio and ranks #71 among its holdings.

3,050 funds tracked by Wall St. Rank hold CVX as of Q3 2022.

  • Wipfli Financial Advisors held 13,158 shares of Chevron worth $1.89M as of Q3 2022.
  • Chevron was a new Wipfli Financial Advisors position in Q3 2022.
  • Chevron made up 0.13% of Wipfli Financial Advisors's portfolio in Q3 2022, its #71 holding.
  • 3,050 funds tracked by Wall St. Rank held Chevron as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.