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AFS Financial Group’s Chevron CVX Stock Holding History

AFS Financial 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
2024
Q1 		– Sell
-3,406
Closed -$508K – 25
2023
Q4 		$508K Sell
3,406
-5,895
-63% -$892K 0.48% 34
2023
Q3 		$1.57M Sell
9,301
-225
-2% -$36.3K 1.07% 22
2023
Q2 		$1.5M Buy
9,526
+32
+0.3% +$5.13K 0.97% 29
2023
Q1 		$1.55M Sell
9,494
-43
-0.5% -$7.21K 1.03% 21
2022
Q4 		$1.71M Buy
+9,537
New +$1.66M 1.22% 17

Other funds holding CVX

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AFS Financial Group's CVX Position: Q1 2024 in Review

AFS Financial Group sold out of Chevron (CVX) in Q1 2024, closing a stake of 3,406 shares — an estimated $508K sold.

AFS Financial Group first reported a position in CVX in Q4 2022 and held it in 5 quarters. The position peaked at $1.71M in Q4 2022. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • AFS Financial Group reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • AFS Financial Group sold 3,406 Chevron shares in Q1 2024, an estimated $508K.
  • AFS Financial Group first reported a position in Chevron in Q4 2022 and held it in 5 quarters.
  • AFS Financial Group's Chevron position peaked at $1.71M in Q4 2022.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on AFS Financial Group's 13F filing for Q1 2024, filed 3 May 2024.