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Carmichael Hill & Associates’s Chevron CVX Stock Holding History

Carmichael Hill & 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 		– Hold
0
– – – 307
2024
Q2 		– Hold
0
– – – 274
2024
Q1 		– Hold
0
– – – 281
2023
Q4 		– Hold
0
– – – 291
2023
Q3 		– Hold
0
– – – 286
2023
Q2 		– Hold
0
– – – 302
2023
Q1 		– Hold
0
– – – 328
2022
Q4 		– Hold
0
– – – 483

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

Carmichael Hill & Associates's CVX Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Chevron (CVX) stake by 7.6% in Q3 2024, buying an estimated $38.7K and bringing the position to 3,673 shares worth $541K. The position accounts for 0.19% of the portfolio, ranked #95.

Carmichael Hill & Associates first reported a position in CVX in Q4 2017 and has held it in 28 quarters since. The position peaked at $755K in Q4 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Carmichael Hill & Associates held 3,673 shares of Chevron worth $541K as of Q3 2024.
  • Carmichael Hill & Associates bought 260 Chevron shares in Q3 2024, an estimated $38.7K.
  • Chevron made up 0.19% of Carmichael Hill & Associates's portfolio in Q3 2024, its #95 holding.
  • Carmichael Hill & Associates first reported a position in Chevron in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's Chevron position peaked at $755K in Q4 2022.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.