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YorkBridge Wealth Partners’s Chevron CVX Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$622K Sell
3,464
-815
-19% -$142K 0.16% 113
2022
Q3 		$615K Buy
4,279
+694
+19% +$106K 0.16% 107
2022
Q2 		$519K Buy
3,585
+121
+3% +$20K 0.14% 125
2022
Q1 		$564K Sell
3,464
-100
-3% -$14.3K 0.12% 126
2021
Q4 		$418K Sell
3,564
-65
-2% -$7.38K 0.09% 178
2021
Q3 		$368K Buy
3,629
+165
+5% +$16.5K 0.09% 184
2021
Q2 		$363K Hold
3,464
– – 0.09% 172
2021
Q1 		$363K Buy
3,464
+350
+11% +$34.2K 0.11% 157
2020
Q4 		$263K Sell
3,114
-467
-13% -$37.8K 0.09% 162
2020
Q3 		$258K Sell
3,581
-1,991
-36% -$167K 0.11% 150
2020
Q2 		$437K Buy
5,572
+420
+8% +$37.6K 0.2% 96
2020
Q1 		$325K Sell
5,152
-973
-16% -$96.1K 0.2% 109
2019
Q4 		$648K Sell
6,125
-274
-4% -$32.3K 0.3% 85
2019
Q3 		$669K Buy
6,399
+281
+5% +$34.1K 0.34% 79
2019
Q2 		$667K Buy
6,118
+281
+5% +$34K 0.3% 80
2019
Q1 		$625K Sell
5,837
-233
-4% -$27.6K 0.29% 80
2018
Q4 		$581K Buy
6,070
+14
+0.2% +$1.62K 0.31% 81
2018
Q3 		$662K Sell
6,056
-349
-5% -$42.3K 0.3% 77
2018
Q2 		$717K Sell
6,405
-53
-0.8% -$6.58K 0.31% 78
2018
Q1 		$685K Buy
6,458
+188
+3% +$22.5K 0.32% 82
2017
Q4 		$627K Sell
6,270
-167
-3% -$19.8K 0.3% 82
2017
Q3 		$674K Buy
6,437
+186
+3% +$20.3K 0.35% 72
2017
Q2 		$569K Buy
6,251
+910
+17% +$96.4K 0.3% 81
2017
Q1 		$563K Sell
5,341
-196
-4% -$22K 0.29% 81
2016
Q4 		$615K Buy
+5,537
New +$603K 0.36% 77

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

YorkBridge Wealth Partners's CVX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Chevron (CVX) stake by 19% in Q4 2022, selling an estimated $142K and leaving 3,464 shares worth $622K. The position accounts for 0.16% of the portfolio, ranked #113.

YorkBridge Wealth Partners first reported a position in CVX in Q4 2016 and has held it in 25 quarters since. The position peaked at $717K in Q2 2018. 3,282 funds tracked by Wall St. Rank hold CVX as of Q4 2022.

  • YorkBridge Wealth Partners held 3,464 shares of Chevron worth $622K as of Q4 2022.
  • YorkBridge Wealth Partners sold 815 Chevron shares in Q4 2022, an estimated $142K.
  • Chevron made up 0.16% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #113 holding.
  • YorkBridge Wealth Partners first reported a position in Chevron in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Chevron position peaked at $717K in Q2 2018.
  • 3,282 funds tracked by Wall St. Rank held Chevron as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.