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FirstPurpose Wealth’s Chevron CVX Stock Holding History

FirstPurpose Wealth’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 		$655K Buy
4,024
+953
+31% +$144K 0.24% 74
2023
Q4 		$458K Buy
3,071
+41
+1% +$6.2K 0.17% 98
2023
Q3 		$511K Buy
3,030
+1
+0% +$162 0.22% 81
2023
Q2 		$477K Buy
3,029
+315
+12% +$50.5K 0.2% 85
2023
Q1 		$443K Sell
2,714
-252
-8% -$42.2K 0.22% 86
2022
Q4 		$532K Buy
2,966
+214
+8% +$37.3K 0.3% 63
2022
Q3 		$395K Buy
2,752
+121
+5% +$18.5K 0.26% 72
2022
Q2 		$381K Sell
2,631
-5
-0.2% -$827 0.26% 71
2022
Q1 		$429K Buy
2,636
+814
+45% +$117K 0.33% 62
2021
Q4 		$214K Buy
+1,822
New +$207K 0.13% 130

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

FirstPurpose Wealth's CVX Position: Q1 2024 in Review

FirstPurpose Wealth increased its Chevron (CVX) stake by 31% in Q1 2024, buying an estimated $144K and bringing the position to 4,024 shares worth $655K. The position accounts for 0.24% of the portfolio, ranked #74.

FirstPurpose Wealth first reported a position in CVX in Q4 2021 and has held it in 10 quarters since. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • FirstPurpose Wealth held 4,024 shares of Chevron worth $655K as of Q1 2024.
  • FirstPurpose Wealth bought 953 Chevron shares in Q1 2024, an estimated $144K.
  • Chevron made up 0.24% of FirstPurpose Wealth's portfolio in Q1 2024, its #74 holding.
  • FirstPurpose Wealth first reported a position in Chevron in Q4 2021 and has held it in 10 quarters since.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.