Ledge Wealth Management’s Chevron CVX Stock Holding History

Ledge 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
2023 Q4	$1.25M	Sell	8,369 -854	-9%	-$129K	0.49%	41
2023 Q3	$1.56M	Buy	9,223 +740	+9%	+$120K	0.7%	40
2023 Q2	$1.33M	Sell	8,483 -412	-5%	-$66.1K	0.64%	41
2023 Q1	$1.45M	Buy	8,895 +605	+7%	+$101K	0.69%	41
2022 Q4	$1.49M	Buy	8,290 +1,843	+29%	+$322K	0.68%	42
2022 Q3	$926K	Buy	6,447 +5,031	+355%	+$767K	0.57%	44
2022 Q2	$205K	Hold	1,416	–	–	0.13%	66
2022 Q1	$231K	Buy	+1,416	New	+$203K	0.14%	66

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ledge Wealth Management's CVX Position: Q4 2023 in Review

Ledge Wealth Management reduced its Chevron (CVX) stake by 9.3% in Q4 2023, selling an estimated $129K and leaving 8,369 shares worth $1.25M. The position accounts for 0.49% of the portfolio, ranked #41.

Ledge Wealth Management first reported a position in CVX in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.56M in Q3 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Ledge Wealth Management held 8,369 shares of Chevron worth $1.25M as of Q4 2023.
Ledge Wealth Management sold 854 Chevron shares in Q4 2023, an estimated $129K.
Chevron made up 0.49% of Ledge Wealth Management's portfolio in Q4 2023, its #41 holding.
Ledge Wealth Management first reported a position in Chevron in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Chevron position peaked at $1.56M in Q3 2023.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.