Alera Investment Advisors’s Chevron CVX Stock Holding History

Alera Investment 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
2024 Q3	$483K	Sell	3,277 -496	-13%	-$73.8K	0.06%	140
2024 Q2	$590K	Sell	3,773 -2,492	-40%	-$397K	0.07%	113
2024 Q1	$988K	Buy	6,265 +252	+4%	+$38K	0.13%	65
2023 Q4	$897K	Sell	6,013 -473	-7%	-$71.5K	0.12%	68
2023 Q3	$1.09M	Buy	6,486 +67	+1%	+$10.8K	0.18%	40
2023 Q2	$1.01M	Buy	6,419 +1,312	+26%	+$210K	0.22%	49
2023 Q1	$833K	Buy	5,107 +52	+1%	+$8.72K	0.19%	58
2022 Q4	$907K	Buy	5,055 +3,207	+174%	+$560K	0.21%	51
2022 Q3	$265K	Buy	1,848 +155	+9%	+$23.6K	0.08%	151
2022 Q2	$245K	Sell	1,693 -42	-2%	-$6.94K	0.07%	160
2022 Q1	$283K	Buy	+1,735	New	+$249K	0.06%	152
2019 Q3	–	Sell	-1,911	Closed	-$238K	–	77
2019 Q2	$238K	Buy	1,911 +27	+1%	+$3.27K	0.12%	63
2019 Q1	$232K	Sell	1,884 -1,015	-35%	-$120K	0.11%	66
2018 Q4	$315K	Buy	+2,899	New	+$336K	0.19%	61

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

Alera Investment Advisors's CVX Position: Q3 2024 in Review

Alera Investment Advisors reduced its Chevron (CVX) stake by 13% in Q3 2024, selling an estimated $73.8K and leaving 3,277 shares worth $483K. The position accounts for 0.06% of the portfolio, ranked #140.

Alera Investment Advisors first reported a position in CVX in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2023. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Alera Investment Advisors held 3,277 shares of Chevron worth $483K as of Q3 2024.
Alera Investment Advisors sold 496 Chevron shares in Q3 2024, an estimated $73.8K.
Chevron made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #140 holding.
Alera Investment Advisors first reported a position in Chevron in Q4 2018 and has held it in 14 quarters since.
Alera Investment Advisors's Chevron position peaked at $1.09M in Q3 2023.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.