Kanen Wealth Management’s Chevron CVX Stock Holding History

Kanen 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 Q3	–	Sell	-10,000	Closed	-$1.56M	–	22
2024 Q2	$1.56M	Hold	10,000	–	–	0.97%	14
2024 Q1	$1.56M	Buy	+10,000	New	+$1.51M	0.49%	15
2022 Q1	–	Sell	-53,479	Closed	-$6.28M	–	23
2021 Q4	$6.28M	Buy	53,479 +8,998	+20%	+$1.02M	2.17%	12
2021 Q3	$4.51M	Sell	44,481 -14,902	-25%	-$1.49M	1.62%	14
2021 Q2	$6.22M	Buy	+59,383	New	+$6.27M	1.42%	15

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

Kanen Wealth Management's CVX Position: Q3 2024 in Review

Kanen Wealth Management sold out of Chevron (CVX) in Q3 2024, closing a stake of 10,000 shares — an estimated $1.56M sold.

Kanen Wealth Management first reported a position in CVX in Q2 2021 and held it in 5 quarters. The position peaked at $6.28M in Q4 2021. 3,482 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Kanen Wealth Management reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Kanen Wealth Management sold 10,000 Chevron shares in Q3 2024, an estimated $1.56M.
Kanen Wealth Management first reported a position in Chevron in Q2 2021 and held it in 5 quarters.
Kanen Wealth Management's Chevron position peaked at $6.28M in Q4 2021.
3,482 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Kanen Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.