JWM
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Janiczek Wealth Management’s Chevron CVX Stock Holding History

Janiczek Wealth Management’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 		$621K Sell
3,970
-278
-7% -$44.3K 0.13% 71
2024
Q1 		$670K Buy
4,248
+127
+3% +$19.2K 0.14% 69
2023
Q4 		$615K Buy
4,121
+269
+7% +$40.7K 0.15% 61
2023
Q3 		$650K Buy
3,852
+543
+16% +$87.7K 0.17% 47
2023
Q2 		$521K Sell
3,309
-165
-5% -$26.5K 0.14% 53
2023
Q1 		$599K Buy
3,474
+63
+2% +$10.6K 0.17% 45
2022
Q4 		$604K Buy
3,411
+53
+2% +$9.25K 0.17% 45
2022
Q3 		$528K Buy
3,358
+992
+42% +$151K 0.17% 43
2022
Q2 		$388K Buy
2,366
+558
+31% +$92.2K 0.12% 56
2022
Q1 		$294K Buy
1,808
+165
+10% +$23.7K 0.08% 77
2021
Q4 		$193K Buy
1,643
+413
+34% +$46.9K 0.06% 112
2021
Q3 		$125K Buy
1,230
+221
+22% +$22K 0.04% 143
2021
Q2 		$106K Buy
1,009
+5
+0.5% +$528 0.04% 148
2021
Q1 		$105K Buy
1,004
+268
+36% +$26.2K 0.04% 131
2020
Q4 		$62K Buy
736
+614
+503% +$49.7K 0.03% 164
2020
Q3 		$9K Buy
122
+79
+184% +$6.64K ﹤0.01% 249
2020
Q2 		$4K Buy
+43
New +$3.85K ﹤0.01% 198

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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 $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janiczek Wealth Management's CVX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Chevron (CVX) stake by 6.5% in Q2 2024, selling an estimated $44.3K and leaving 3,970 shares worth $621K. The position accounts for 0.13% of the portfolio, ranked #71.

Janiczek Wealth Management first reported a position in CVX in Q2 2020 and has held it in 17 quarters since. The position peaked at $670K in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Janiczek Wealth Management held 3,970 shares of Chevron worth $621K as of Q2 2024.
  • Janiczek Wealth Management sold 278 Chevron shares in Q2 2024, an estimated $44.3K.
  • Chevron made up 0.13% of Janiczek Wealth Management's portfolio in Q2 2024, its #71 holding.
  • Janiczek Wealth Management first reported a position in Chevron in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Chevron position peaked at $670K in Q1 2024.
  • 3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.