Heritage Wealth Partners’s Chevron CVX Stock Holding History

Heritage Wealth Partners’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	-1,298	Closed	-$203K	–	69
2024 Q2	$203K	Sell	1,298 -85	-6%	-$13.6K	0.29%	57
2024 Q1	$206K	Hold	1,383	–	–	0.42%	42
2023 Q4	$206K	Sell	1,383 -108	-7%	-$16.3K	0.42%	42
2023 Q3	$251K	Sell	1,491 -140	-9%	-$22.6K	0.54%	30
2023 Q2	$257K	Buy	+1,631	New	+$261K	0.15%	58
2023 Q1	–	Sell	-1,945	Closed	-$353K	–	36
2022 Q4	$353K	Buy	+1,945	New	+$339K	0.32%	31

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

Heritage Wealth Partners's CVX Position: Q3 2024 in Review

Heritage Wealth Partners sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,298 shares — an estimated $203K sold.

Heritage Wealth Partners first reported a position in CVX in Q4 2022 and held it in 6 quarters. The position peaked at $353K in Q4 2022. 3,482 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Heritage Wealth Partners reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Heritage Wealth Partners sold 1,298 Chevron shares in Q3 2024, an estimated $203K.
Heritage Wealth Partners first reported a position in Chevron in Q4 2022 and held it in 6 quarters.
Heritage Wealth Partners's Chevron position peaked at $353K in Q4 2022.
3,482 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Heritage Wealth Partners's 13F filing for Q3 2024, filed 9 Oct 2024.