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Avitas Wealth Management’s Chevron CVX Stock Holding History

Avitas 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
2023
Q4 		– Sell
-2,591
Closed -$437K – 202
2023
Q3 		$437K Sell
2,591
-83
-3% -$13.4K 0.08% 171
2023
Q2 		$421K Sell
2,674
-32
-1% -$5.13K 0.08% 167
2023
Q1 		$442K Buy
+2,706
New +$454K 0.09% 165
2020
Q1 		– Sell
-29,691
Closed -$3.58M – 139
2019
Q4 		$3.58M Buy
29,691
+56
+0.2% +$6.6K 0.92% 38
2019
Q3 		$3.52M Buy
29,635
+371
+1% +$45.1K 0.97% 32
2019
Q2 		$3.64M Sell
29,264
-127
-0.4% -$15.4K 1.01% 26
2019
Q1 		$3.62M Buy
29,391
+240
+0.8% +$28.4K 1.05% 27
2018
Q4 		$3.17M Buy
29,151
+6,765
+30% +$784K 1.04% 32
2018
Q3 		$2.74M Buy
22,386
+889
+4% +$108K 0.78% 58
2018
Q2 		$2.72M Buy
+21,497
New +$2.67M 0.85% 52

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's CVX Position: Q4 2023 in Review

Avitas Wealth Management sold out of Chevron (CVX) in Q4 2023, closing a stake of 2,591 shares — an estimated $437K sold.

Avitas Wealth Management first reported a position in CVX in Q2 2018 and held it in 10 quarters. The position peaked at $3.64M in Q2 2019. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • Avitas Wealth Management reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 2,591 Chevron shares in Q4 2023, an estimated $437K.
  • Avitas Wealth Management first reported a position in Chevron in Q2 2018 and held it in 10 quarters.
  • Avitas Wealth Management's Chevron position peaked at $3.64M in Q2 2019.
  • 3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.