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Curi Wealth Management’s Chevron CVX Stock Holding History

Curi 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
Q1 		– Sell
-7,485
Closed -$1.12M – 28
2023
Q4 		$1.12M Sell
7,485
-748
-9% -$113K 0.15% 62
2023
Q3 		$1.39M Sell
8,233
-179
-2% -$28.9K 0.21% 54
2023
Q2 		$1.32M Buy
8,412
+144
+2% +$23.1K 0.18% 59
2023
Q1 		$1.35M Sell
8,268
-838
-9% -$140K 0.19% 58
2022
Q4 		$1.63M Buy
9,106
+566
+7% +$98.8K 0.23% 60
2022
Q3 		$1.23M Buy
8,540
+7,382
+637% +$1.13M 0.2% 62
2022
Q2 		$168K Buy
1,158
+564
+95% +$93.2K 0.03% 134
2022
Q1 		$96K Buy
594
+333
+128% +$47.8K 0.02% 163
2021
Q4 		$30K Buy
+261
New +$29.6K 0.01% 211
2021
Q1 		– Sell
-245
Closed -$20K – 192
2020
Q4 		$20K Buy
+245
New +$19.8K 0.01% 205

Other funds holding CVX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's CVX Position: Q1 2024 in Review

Curi Wealth Management sold out of Chevron (CVX) in Q1 2024, closing a stake of 7,485 shares — an estimated $1.12M sold.

Curi Wealth Management first reported a position in CVX in Q4 2020 and held it in 10 quarters. The position peaked at $1.63M in Q4 2022. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Curi Wealth Management reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 7,485 Chevron shares in Q1 2024, an estimated $1.12M.
  • Curi Wealth Management first reported a position in Chevron in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Chevron position peaked at $1.63M in Q4 2022.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.