KIG
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Kowal Investment Group’s Chevron CVX Stock Holding History

Kowal Investment Group’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 		$1.33M Sell
9,019
-2,231
-20% -$332K 0.24% 63
2024
Q2 		$1.76M Buy
11,250
+309
+3% +$49.3K 0.35% 42
2024
Q1 		$1.73M Buy
10,941
+3,413
+45% +$515K 0.37% 38
2023
Q4 		$1.12M Sell
7,528
-1,038
-12% -$157K 0.26% 52
2023
Q3 		$1.44M Buy
8,566
+225
+3% +$36.3K 0.39% 32
2023
Q2 		$1.31M Sell
8,341
-1,055
-11% -$169K 0.35% 39
2023
Q1 		$1.53M Buy
9,396
+483
+5% +$81K 0.43% 31
2022
Q4 		$1.6M Buy
8,913
+369
+4% +$64.4K 0.48% 30
2022
Q3 		$1.23M Buy
8,544
+996
+13% +$152K 0.42% 29
2022
Q2 		$1.09M Buy
7,548
+1,328
+21% +$220K 0.36% 30
2022
Q1 		$1.01M Buy
6,220
+857
+16% +$123K 0.31% 31
2021
Q4 		$629K Buy
5,363
+563
+12% +$64K 0.19% 43
2021
Q3 		$487K Buy
4,800
+462
+11% +$46.1K 0.15% 50
2021
Q2 		$454K Sell
4,338
-4,779
-52% -$504K 0.16% 55
2021
Q1 		$955K Buy
9,117
+83
+0.9% +$8.11K 0.39% 25
2020
Q4 		$843K Buy
+9,034
New +$731K 0.39% 24

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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 $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's CVX Position: Q3 2024 in Review

Kowal Investment Group reduced its Chevron (CVX) stake by 20% in Q3 2024, selling an estimated $332K and leaving 9,019 shares worth $1.33M. The position accounts for 0.24% of the portfolio, ranked #63.

Kowal Investment Group first reported a position in CVX in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.76M in Q2 2024. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Kowal Investment Group held 9,019 shares of Chevron worth $1.33M as of Q3 2024.
  • Kowal Investment Group sold 2,231 Chevron shares in Q3 2024, an estimated $332K.
  • Chevron made up 0.24% of Kowal Investment Group's portfolio in Q3 2024, its #63 holding.
  • Kowal Investment Group first reported a position in Chevron in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's Chevron position peaked at $1.76M in Q2 2024.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.