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 $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 $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM