9WM
CVX icon

9258 Wealth Management’s Chevron CVX Stock Holding History

9258 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
2024
Q3 		$2.12M Buy
14,427
+94
+0.7% +$14K 0.31% 63
2024
Q2 		$2.24M Buy
14,333
+894
+7% +$143K 0.35% 56
2024
Q1 		$2.12M Sell
13,439
-95
-0.7% -$14.3K 0.33% 61
2023
Q4 		$2.02M Sell
13,534
-56
-0.4% -$8.47K 0.36% 60
2023
Q3 		$2.29M Buy
13,590
+319
+2% +$51.5K 0.45% 51
2023
Q2 		$2.09M Sell
13,271
-64
-0.5% -$10.3K 0.39% 54
2023
Q1 		$2.18M Buy
13,335
+137
+1% +$23K 0.44% 50
2022
Q4 		$2.37M Buy
13,198
+1,804
+16% +$315K 0.51% 43
2022
Q3 		$1.64M Sell
11,394
-318
-3% -$48.5K 0.42% 55
2022
Q2 		$1.7M Buy
11,712
+788
+7% +$130K 0.43% 54
2022
Q1 		$1.78M Sell
10,924
-439
-4% -$63K 0.41% 51
2021
Q4 		$1.33M Buy
11,363
+543
+5% +$61.7K 0.31% 67
2021
Q3 		$1.1M Buy
10,820
+318
+3% +$31.7K 0.29% 75
2021
Q2 		$1.1M Sell
10,502
-227
-2% -$24K 0.3% 78
2021
Q1 		$1.12M Buy
10,729
+390
+4% +$38.1K 0.34% 68
2020
Q4 		$873K Sell
10,339
-721
-7% -$58.4K 0.28% 86
2020
Q3 		$769K Sell
11,060
-109
-1% -$9.17K 0.29% 80
2020
Q2 		$997K Buy
11,169
+1,042
+10% +$93.3K 0.4% 58
2020
Q1 		$908K Sell
10,127
-706
-7% -$69.8K 0.4% 64
2019
Q4 		$1.31M Buy
10,833
+3,429
+46% +$404K 0.48% 48
2019
Q3 		$878K Buy
7,404
+729
+11% +$88.5K 0.68% 47
2019
Q2 		$831K Sell
6,675
-295
-4% -$35.7K 0.67% 49
2019
Q1 		$859K Buy
6,970
+74
+1% +$8.76K 0.73% 45
2018
Q4 		$750K Buy
+6,896
New +$799K 0.72% 44

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's CVX Position: Q3 2024 in Review

9258 Wealth Management increased its Chevron (CVX) stake by 0.66% in Q3 2024, buying an estimated $14K and bringing the position to 14,427 shares worth $2.12M. The position accounts for 0.31% of the portfolio, ranked #63.

9258 Wealth Management first reported a position in CVX in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.37M in Q4 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • 9258 Wealth Management held 14,427 shares of Chevron worth $2.12M as of Q3 2024.
  • 9258 Wealth Management bought 94 Chevron shares in Q3 2024, an estimated $14K.
  • Chevron made up 0.31% of 9258 Wealth Management's portfolio in Q3 2024, its #63 holding.
  • 9258 Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Chevron position peaked at $2.37M in Q4 2022.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.