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Braun-Bostich & Associates’s Chevron CVX Stock Holding History

Braun-Bostich & Associates’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 		– Sell
-1,554
Closed -$243K – 115
2024
Q2 		$243K Sell
1,554
-131
-8% -$20.9K 0.18% 91
2024
Q1 		$266K Sell
1,685
-123
-7% -$18.6K 0.22% 103
2023
Q4 		$270K Buy
+1,808
New +$273K 0.24% 102
2023
Q3 		– Sell
-1,819
Closed -$286K – 66
2023
Q2 		$286K Buy
1,819
+358
+25% +$57.4K 0.61% 55
2023
Q1 		$238K Buy
+1,461
New +$245K 0.56% 64
2020
Q3 		– Sell
-689
Closed -$61K – 246
2020
Q2 		$61K Sell
689
-89
-11% -$7.97K 0.06% 123
2020
Q1 		$53K Sell
778
-3,866
-83% -$382K 0.07% 129
2019
Q4 		$564K Buy
4,644
+877
+23% +$103K 0.56% 36
2019
Q3 		$447K Buy
3,767
+296
+9% +$35.9K 0.52% 39
2019
Q2 		$432K Buy
3,471
+335
+11% +$40.5K 0.45% 38
2019
Q1 		$386K Sell
3,136
-1,439
-31% -$170K 0.4% 66
2018
Q4 		$498K Sell
4,575
-85
-2% -$9.85K 0.53% 64
2018
Q3 		$570K Buy
4,660
+206
+5% +$25K 0.55% 62
2018
Q2 		$563K Sell
4,454
-719
-14% -$89.3K 0.56% 63
2018
Q1 		$590K Buy
5,173
+977
+23% +$117K 0.51% 63
2017
Q4 		$525K Buy
+4,196
New +$498K 0.44% 68

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Braun-Bostich & Associates's CVX Position: Q3 2024 in Review

Braun-Bostich & Associates sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,554 shares — an estimated $243K sold.

Braun-Bostich & Associates first reported a position in CVX in Q4 2017 and held it in 16 quarters. The position peaked at $590K in Q1 2018. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Braun-Bostich & Associates reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • Braun-Bostich & Associates sold 1,554 Chevron shares in Q3 2024, an estimated $243K.
  • Braun-Bostich & Associates first reported a position in Chevron in Q4 2017 and held it in 16 quarters.
  • Braun-Bostich & Associates's Chevron position peaked at $590K in Q1 2018.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Braun-Bostich & Associates's 13F filing for Q3 2024, filed 15 Oct 2024.