Annapolis Financial Services’s Chevron CVX Stock Holding History

Annapolis Financial Services’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	$73.6K	Buy	500 +5	+1%	+$744	0.02%	133
2024 Q2	$77.4K	Hold	495	–	–	0.03%	129
2024 Q1	$78.1K	Hold	495	–	–	0.03%	124
2023 Q4	$73.8K	Sell	495 -200	-29%	-$30.2K	0.02%	170
2023 Q3	$117K	Hold	695	–	–	0.03%	137
2023 Q2	$109K	Buy	695 +75	+12%	+$12K	0.03%	136
2023 Q1	$101K	Sell	620 -203	-25%	-$34K	0.03%	140
2022 Q4	$148K	Sell	823 -91	-10%	-$15.9K	0.05%	123
2022 Q3	$131K	Buy	914 +357	+64%	+$54.4K	0.05%	122
2022 Q2	$81K	Buy	557 +3	+0.5%	+$496	0.03%	148
2022 Q1	$90K	Buy	554 +100	+22%	+$14.3K	0.03%	152
2021 Q4	$53K	Buy	454 +163	+56%	+$18.5K	0.02%	176
2021 Q3	$30K	Hold	291	–	–	0.01%	207
2021 Q2	$31K	Buy	291 +91	+46%	+$9.61K	0.01%	191
2021 Q1	$21K	Buy	+200	New	+$19.5K	0.01%	202

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

Annapolis Financial Services's CVX Position: Q3 2024 in Review

Annapolis Financial Services increased its Chevron (CVX) stake by 1% in Q3 2024, buying an estimated $744 and bringing the position to 500 shares worth $73.6K. The position accounts for 0.02% of the portfolio, ranked #133.

Annapolis Financial Services first reported a position in CVX in Q1 2021 and has held it in 15 quarters since. The position peaked at $148K in Q4 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Annapolis Financial Services held 500 shares of Chevron worth $73.6K as of Q3 2024.
Annapolis Financial Services bought 5 Chevron shares in Q3 2024, an estimated $744.
Chevron made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #133 holding.
Annapolis Financial Services first reported a position in Chevron in Q1 2021 and has held it in 15 quarters since.
Annapolis Financial Services's Chevron position peaked at $148K in Q4 2022.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.