EMFO LLC’s Chevron CVX Stock Holding History

EMFO LLC’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	$1.46M	Hold	9,304	–	–	1.3%	25
2024 Q1	$1.47M	Sell	9,304 -3,000	-24%	-$453K	1.34%	22
2023 Q4	$1.84M	Buy	12,304 +2,000	+19%	+$302K	1.69%	12
2023 Q3	$1.74M	Buy	10,304 +1,000	+11%	+$162K	1.64%	12
2023 Q2	$1.46M	Hold	9,304	–	–	1.33%	22
2023 Q1	$1.52M	Sell	9,304 -3,871	-29%	-$649K	1.43%	20
2022 Q4	$2.36M	Hold	13,175	–	–	2.37%	8
2022 Q3	$1.89M	Sell	13,175 -2,000	-13%	-$305K	1.8%	10
2022 Q2	$2.2M	Hold	15,175	–	–	2.23%	9
2022 Q1	$2.47M	Sell	15,175 -5,185	-25%	-$744K	2.24%	6
2021 Q4	$2.39M	Hold	20,360	–	–	2.11%	10
2021 Q3	$2.07M	Buy	20,360 +2,230	+12%	+$222K	1.82%	16
2021 Q2	$1.9M	Buy	+18,130	New	+$1.91M	1.66%	20

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

EMFO LLC's CVX Position: Q2 2024 in Review

EMFO LLC held its Chevron (CVX) position steady in Q2 2024 at 9,304 shares worth $1.46M. The position accounts for 1.3% of the portfolio, ranked #25.

EMFO LLC first reported a position in CVX in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.47M in Q1 2022. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

EMFO LLC held 9,304 shares of Chevron worth $1.46M as of Q2 2024.
EMFO LLC left its Chevron share count unchanged in Q2 2024.
Chevron made up 1.3% of EMFO LLC's portfolio in Q2 2024, its #25 holding.
EMFO LLC first reported a position in Chevron in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Chevron position peaked at $2.47M in Q1 2022.
3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.