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Bromfield Sneider Wealth Advisors’s Chevron CVX Stock Holding History

Bromfield Sneider Wealth Advisors’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
Q1 		$37.1K Hold
235
– – 0.02% 84
2023
Q4 		$35.1K Hold
235
– – 0.02% 82
2023
Q3 		$39.6K Sell
235
-155
-40% -$25K 0.03% 72
2023
Q2 		$61.4K Hold
390
– – 0.05% 61
2023
Q1 		$63.6K Hold
390
– – 0.05% 58
2022
Q4 		$70K Hold
390
– – 0.06% 53
2022
Q3 		$56K Hold
390
– – 0.07% 53
2022
Q2 		$56K Sell
390
-400
-51% -$66.1K 0.07% 55
2022
Q1 		$129K Buy
+790
New +$113K 0.14% 41

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's CVX Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Chevron (CVX) position steady in Q1 2024 at 235 shares worth $37.1K. The position accounts for 0.02% of the portfolio, ranked #84.

Bromfield Sneider Wealth Advisors first reported a position in CVX in Q1 2022 and has held it in 9 quarters since. The position peaked at $129K in Q1 2022. 3,523 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 235 shares of Chevron worth $37.1K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its Chevron share count unchanged in Q1 2024.
  • Chevron made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #84 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Chevron in Q1 2022 and has held it in 9 quarters since.
  • Bromfield Sneider Wealth Advisors's Chevron position peaked at $129K in Q1 2022.
  • 3,523 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.