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Brophy Wealth Management’s Chevron CVX Stock Holding History

Brophy 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
2024
Q3 		$647K Buy
+4,392
New +$654K 0.23% 100

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

Brophy Wealth Management's CVX Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Chevron (CVX) in Q3 2024: 4,392 shares worth $647K. The stake represents 0.23% of the portfolio and ranks #100 among its holdings.

3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Brophy Wealth Management held 4,392 shares of Chevron worth $647K as of Q3 2024.
  • Chevron was a new Brophy Wealth Management position in Q3 2024.
  • Chevron made up 0.23% of Brophy Wealth Management's portfolio in Q3 2024, its #100 holding.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.