LAM
CVX icon

LifePro Asset Management’s Chevron CVX Stock Holding History

LifePro Asset 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
-9,061
Closed -$1.42M – 160
2024
Q2 		$1.42M Sell
9,061
-214
-2% -$34.1K 1.02% 34
2024
Q1 		$1.46M Buy
9,275
+199
+2% +$30K 0.97% 35
2023
Q4 		$1.35M Buy
9,076
+214
+2% +$32.4K 1.05% 32
2023
Q3 		$1.49M Buy
8,862
+137
+2% +$22.1K 1.23% 28
2023
Q2 		$1.37M Sell
8,725
-608
-7% -$97.5K 1.06% 33
2023
Q1 		$1.68M Hold
9,333
– – 1.22% 27
2022
Q4 		$1.68M Sell
9,333
-311
-3% -$54.3K 1.22% 27
2022
Q3 		$1.39M Sell
9,644
-783
-8% -$119K 0.8% 17
2022
Q2 		$1.51M Sell
10,427
-502
-5% -$83K 0.78% 34
2022
Q1 		$1.78M Buy
10,929
+1,043
+11% +$150K 0.64% 33
2021
Q4 		$1.16M Buy
9,886
+3,658
+59% +$416K 0.34% 38
2021
Q3 		$632K Buy
+6,228
New +$621K 0.19% 45

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

LifePro Asset Management's CVX Position: Q3 2024 in Review

LifePro Asset Management sold out of Chevron (CVX) in Q3 2024, closing a stake of 9,061 shares — an estimated $1.42M sold.

LifePro Asset Management first reported a position in CVX in Q3 2021 and held it in 12 quarters. The position peaked at $1.78M in Q1 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • LifePro Asset Management reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • LifePro Asset Management sold 9,061 Chevron shares in Q3 2024, an estimated $1.42M.
  • LifePro Asset Management first reported a position in Chevron in Q3 2021 and held it in 12 quarters.
  • LifePro Asset Management's Chevron position peaked at $1.78M in Q1 2022.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.