Disciplined Growth Investors’s Chevron CVX Stock Holding History

Disciplined Growth Investors’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	–	Sell	-1,295	Closed	-$203K	–	70
2024 Q2	$203K	Hold	1,295	–	–	﹤0.01%	66
2024 Q1	$204K	Buy	+1,295	New	+$195K	﹤0.01%	68
2023 Q4	–	Sell	-1,295	Closed	-$218K	–	64
2023 Q3	$218K	Hold	1,295	–	–	0.01%	64
2023 Q2	$204K	Hold	1,295	–	–	﹤0.01%	64
2023 Q1	$211K	Sell	1,295 -480	-27%	-$80.5K	0.01%	65
2022 Q4	$319K	Hold	1,775	–	–	0.01%	67
2022 Q3	$255K	Hold	1,775	–	–	0.01%	71
2022 Q2	$257K	Sell	1,775 -175	-9%	-$28.9K	0.01%	72
2022 Q1	$318K	Hold	1,950	–	–	0.01%	85
2021 Q4	$229K	Buy	+1,950	New	+$222K	﹤0.01%	95
2021 Q3	–	Sell	-1,950	Closed	-$204K	–	80
2021 Q2	$204K	Hold	1,950	–	–	﹤0.01%	80
2021 Q1	$204K	Buy	+1,950	New	+$190K	﹤0.01%	77
2020 Q1	–	Sell	-1,950	Closed	-$235K	–	85
2019 Q4	$235K	Hold	1,950	–	–	﹤0.01%	86
2019 Q3	$231K	Hold	1,950	–	–	﹤0.01%	86
2019 Q2	$243K	Hold	1,950	–	–	﹤0.01%	88
2019 Q1	$240K	Hold	1,950	–	–	﹤0.01%	88
2018 Q4	$212K	Hold	1,950	–	–	﹤0.01%	89
2018 Q3	$238K	Hold	1,950	–	–	﹤0.01%	87
2018 Q2	$247K	Hold	1,950	–	–	﹤0.01%	85
2018 Q1	$222K	Hold	1,950	–	–	﹤0.01%	85
2017 Q4	$244K	Hold	1,950	–	–	﹤0.01%	87
2017 Q3	$229K	Hold	1,950	–	–	﹤0.01%	87
2017 Q2	$203K	Hold	1,950	–	–	﹤0.01%	86
2017 Q1	$209K	Sell	1,950 -400	-17%	-$44.9K	﹤0.01%	89
2016 Q4	$277K	Hold	2,350	–	–	0.01%	88
2016 Q3	$242K	Hold	2,350	–	–	0.01%	84
2016 Q2	$246K	Sell	2,350 -900	-28%	-$90.5K	0.01%	88
2016 Q1	$310K	Hold	3,250	–	–	0.01%	87
2015 Q4	$292K	Hold	3,250	–	–	0.01%	88
2015 Q3	$256K	Hold	3,250	–	–	0.01%	89
2015 Q2	$314K	Hold	3,250	–	–	0.01%	90
2015 Q1	$341K	Hold	3,250	–	–	0.01%	88
2014 Q4	$365K	Hold	3,250	–	–	0.01%	90
2014 Q3	$388K	Hold	3,250	–	–	0.01%	93
2014 Q2	$424K	Hold	3,250	–	–	0.01%	98
2014 Q1	$386K	Hold	3,250	–	–	0.01%	86
2013 Q4	$406K	Hold	3,250	–	–	0.01%	87
2013 Q3	$395K	Hold	3,250	–	–	0.01%	87
2013 Q2	$385K	Buy	+3,250	New	+$393K	0.01%	87

Other funds holding CVX

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Disciplined Growth Investors's CVX Position: Q3 2024 in Review

Disciplined Growth Investors sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,295 shares — an estimated $203K sold.

Disciplined Growth Investors first reported a position in CVX in Q2 2013 and held it in 39 quarters. The position peaked at $424K in Q2 2014. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Disciplined Growth Investors reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Disciplined Growth Investors sold 1,295 Chevron shares in Q3 2024, an estimated $203K.
Disciplined Growth Investors first reported a position in Chevron in Q2 2013 and held it in 39 quarters.
Disciplined Growth Investors's Chevron position peaked at $424K in Q2 2014.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Disciplined Growth Investors's 13F filing for Q3 2024, filed 15 Nov 2024.