Hershey Financial Advisers’s Chevron CVX Stock Holding History

Hershey Financial Advisers’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	$266K	Buy	+1,700	New	+$271K	0.24%	52

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

Hershey Financial Advisers's CVX Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Chevron (CVX) in Q2 2024: 1,700 shares worth $266K. The stake represents 0.24% of the portfolio and ranks #52 among its holdings.

3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Hershey Financial Advisers held 1,700 shares of Chevron worth $266K as of Q2 2024.
Chevron was a new Hershey Financial Advisers position in Q2 2024.
Chevron made up 0.24% of Hershey Financial Advisers's portfolio in Q2 2024, its #52 holding.
3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.