Delap Wealth Advisory’s Chevron CVX Stock Holding History

Delap Wealth Advisory’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	-2,286	Closed	-$361K	–	167
2024 Q1	$361K	Buy	+2,286	New	+$345K	0.15%	119
2023 Q1	–	Sell	-1,804	Closed	-$324K	–	64
2022 Q4	$324K	Buy	+1,804	New	+$315K	0.34%	50

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's CVX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Chevron (CVX) in Q2 2024, closing a stake of 2,286 shares — an estimated $361K sold.

Delap Wealth Advisory first reported a position in CVX in Q4 2022 and held it in 2 quarters. The position peaked at $361K in Q1 2024. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Delap Wealth Advisory reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,286 Chevron shares in Q2 2024, an estimated $361K.
Delap Wealth Advisory first reported a position in Chevron in Q4 2022 and held it in 2 quarters.
Delap Wealth Advisory's Chevron position peaked at $361K in Q1 2024.
3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.