HBC Financial Services’s Chevron CVX Stock Holding History

HBC Financial Services’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	-1,000	Closed	-$157K	–	180
2024 Q2	$157K	Hold	1,000	–	–	0.1%	38
2024 Q1	$159K	Sell	1,000 -190	-16%	-$28.7K	0.11%	34
2023 Q4	$177K	Buy	1,190 +1,000	+526%	+$151K	0.12%	33
2023 Q3	$32K	Sell	190 -30	-14%	-$4.85K	0.02%	75
2023 Q2	$33K	Hold	220	–	–	0.02%	80
2023 Q1	$37K	Buy	+220	New	+$36.9K	0.03%	82
2022 Q3	–	Sell	-200	Closed	-$28K	–	169
2022 Q2	$28K	Hold	200	–	–	0.02%	81
2022 Q1	$31K	Hold	200	–	–	0.02%	76
2021 Q4	$23K	Hold	200	–	–	0.01%	95
2021 Q3	$21K	Sell	200 -408	-67%	-$40.7K	0.01%	92
2021 Q2	$59K	Hold	608	–	–	0.04%	55
2021 Q1	$63.4K	Hold	608	–	–	0.04%	52
2020 Q4	$55K	Hold	608	–	–	0.04%	60
2020 Q3	$43K	Sell	608 -134	-18%	-$11.3K	0.04%	65
2020 Q2	$66K	Hold	742	–	–	0.06%	50
2020 Q1	$53K	Sell	742 -300	-29%	-$29.6K	0.06%	48
2019 Q4	$126K	Buy	+1,042	New	+$123K	0.11%	36

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HBC Financial Services's CVX Position: Q3 2024 in Review

HBC Financial Services sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,000 shares — an estimated $157K sold.

HBC Financial Services first reported a position in CVX in Q4 2019 and held it in 17 quarters. The position peaked at $177K in Q4 2023. 3,482 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

HBC Financial Services reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
HBC Financial Services sold 1,000 Chevron shares in Q3 2024, an estimated $157K.
HBC Financial Services first reported a position in Chevron in Q4 2019 and held it in 17 quarters.
HBC Financial Services's Chevron position peaked at $177K in Q4 2023.
3,482 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on HBC Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.