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Dechtman Wealth Management’s Chevron CVX Stock Holding History

Dechtman 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
Q2 		– Sell
-3,720
Closed -$587K – 65
2024
Q1 		$587K Buy
3,720
+40
+1% +$6.04K 0.14% 32
2023
Q4 		$548K Buy
3,680
+38
+1% +$5.75K 0.14% 30
2023
Q3 		$614K Sell
3,642
-478
-12% -$77.2K 0.18% 23
2023
Q2 		$648K Buy
+4,120
New +$661K 0.19% 23

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dechtman Wealth Management's CVX Position: Q2 2024 in Review

Dechtman Wealth Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 3,720 shares — an estimated $587K sold.

Dechtman Wealth Management first reported a position in CVX in Q2 2023 and held it in 4 quarters. The position peaked at $648K in Q2 2023. 3,505 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Dechtman Wealth Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Dechtman Wealth Management sold 3,720 Chevron shares in Q2 2024, an estimated $587K.
  • Dechtman Wealth Management first reported a position in Chevron in Q2 2023 and held it in 4 quarters.
  • Dechtman Wealth Management's Chevron position peaked at $648K in Q2 2023.
  • 3,505 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Dechtman Wealth Management's 13F filing for Q2 2024, filed 29 Jul 2024.