Chico Wealth RIA’s Chevron CVX Stock Holding History

Chico Wealth RIA’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	–	Sell	-2,424	Closed	-$362K	–	32
2023 Q4	$362K	Hold	2,424	–	–	0.38%	21
2023 Q3	$409K	Buy	+2,424	New	+$392K	0.49%	15

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chico Wealth RIA's CVX Position: Q1 2024 in Review

Chico Wealth RIA sold out of Chevron (CVX) in Q1 2024, closing a stake of 2,424 shares — an estimated $362K sold.

Chico Wealth RIA first reported a position in CVX in Q3 2023 and held it in 2 quarters. The position peaked at $409K in Q3 2023. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

Chico Wealth RIA reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
Chico Wealth RIA sold 2,424 Chevron shares in Q1 2024, an estimated $362K.
Chico Wealth RIA first reported a position in Chevron in Q3 2023 and held it in 2 quarters.
Chico Wealth RIA's Chevron position peaked at $409K in Q3 2023.
3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Chico Wealth RIA's 13F filing for Q1 2024, filed 18 Apr 2024.