AJOVista’s Chevron CVX Stock Holding History

AJOVista’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	–	Sell	-1,573	Closed	-$246K	–	130
2024 Q2	$246K	Hold	1,573	–	–	0.71%	31
2024 Q1	$248K	Hold	1,573	–	–	0.67%	30
2023 Q4	$235K	Buy	+1,573	New	+$238K	0.3%	46

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AJOVista's CVX Position: Q3 2024 in Review

AJOVista sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,573 shares — an estimated $246K sold.

AJOVista first reported a position in CVX in Q4 2023 and held it in 3 quarters. The position peaked at $248K in Q1 2024. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

AJOVista reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
AJOVista sold 1,573 Chevron shares in Q3 2024, an estimated $246K.
AJOVista first reported a position in Chevron in Q4 2023 and held it in 3 quarters.
AJOVista's Chevron position peaked at $248K in Q1 2024.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.