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Leverty Financial Group’s Chevron CVX Stock Holding History

Leverty Financial 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 		– Sell
-1,555
Closed -$243K – 37
2024
Q2 		$243K Hold
1,555
– – 0.14% 25
2024
Q1 		$245K Sell
1,555
-28
-2% -$4.22K 0.15% 27
2023
Q4 		$236K Sell
1,583
-1
-0.1% -$151 0.15% 28
2023
Q3 		$267K Hold
1,584
– – 0.19% 20
2023
Q2 		$249K Buy
1,584
+29
+2% +$4.65K 0.18% 23
2023
Q1 		$254K Hold
1,555
– – 0.2% 24
2022
Q4 		$279K Sell
1,555
-122
-7% -$21.3K 0.24% 21
2022
Q3 		$241K Hold
1,677
– – 0.23% 19
2022
Q2 		$242K Hold
1,677
– – 0.23% 21
2022
Q1 		$273K Hold
1,677
– – 0.22% 21
2021
Q4 		$196K Buy
+1,677
New +$190K 0.15% 17

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

Leverty Financial Group's CVX Position: Q3 2024 in Review

Leverty Financial Group sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,555 shares — an estimated $243K sold.

Leverty Financial Group first reported a position in CVX in Q4 2021 and held it in 11 quarters. The position peaked at $279K in Q4 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Leverty Financial Group reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • Leverty Financial Group sold 1,555 Chevron shares in Q3 2024, an estimated $243K.
  • Leverty Financial Group first reported a position in Chevron in Q4 2021 and held it in 11 quarters.
  • Leverty Financial Group's Chevron position peaked at $279K in Q4 2022.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

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