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Anchor Pointe Wealth Management’s Chevron CVX Stock Holding History

Anchor Pointe 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
Q4 		$334K Buy
+2,335
New +$357K 0.43% 47

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Anchor Pointe Wealth Management's CVX Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Chevron (CVX) in Q4 2024: 2,335 shares worth $334K. The stake represents 0.43% of the portfolio and ranks #47 among its holdings.

3,762 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Anchor Pointe Wealth Management held 2,335 shares of Chevron worth $334K as of Q4 2024.
  • Chevron was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Chevron made up 0.43% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #47 holding.
  • 3,762 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.