Axiom Advisory’s Chevron CVX Stock Holding History

Axiom Advisory’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	$31.6M	Buy	212,346 +5,746	+3%	+$855K	0.3%	27
2024 Q2	$32.9M	Buy	206,600 +203,330	+6,218%	+$32.4M	0.36%	25
2024 Q1	$516K	Buy	3,270 +42	+1%	+$6.34K	0.38%	25
2023 Q4	$481K	Buy	3,228 +57	+2%	+$8.62K	0.39%	25
2023 Q3	$535K	Hold	3,171	–	–	0.48%	22
2023 Q2	$499K	Buy	3,171 +31	+1%	+$4.97K	0.44%	22
2023 Q1	$534K	Buy	3,140 +29	+0.9%	+$4.86K	0.51%	21
2022 Q4	$558K	Sell	3,111 -53	-2%	-$9.25K	0.59%	19
2022 Q3	$455K	Buy	3,164 +27	+0.9%	+$4.12K	0.54%	21
2022 Q2	$455K	Sell	3,137 -1,369	-30%	-$226K	0.5%	21
2022 Q1	$734K	Sell	4,506 -385	-8%	-$55.2K	0.61%	20
2021 Q4	$573K	Buy	+4,891	New	+$556K	0.47%	22

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

Axiom Advisory's CVX Position: Q3 2024 in Review

Axiom Advisory increased its Chevron (CVX) stake by 2.8% in Q3 2024, buying an estimated $855K and bringing the position to 212,346 shares worth $31.6M. The position accounts for 0.3% of the portfolio, ranked #27.

Axiom Advisory first reported a position in CVX in Q4 2021 and has held it in 12 quarters since. The position peaked at $32.9M in Q2 2024. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Axiom Advisory held 212,346 shares of Chevron worth $31.6M as of Q3 2024.
Axiom Advisory bought 5,746 Chevron shares in Q3 2024, an estimated $855K.
Chevron made up 0.3% of Axiom Advisory's portfolio in Q3 2024, its #27 holding.
Axiom Advisory first reported a position in Chevron in Q4 2021 and has held it in 12 quarters since.
Axiom Advisory's Chevron position peaked at $32.9M in Q2 2024.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.