Long Island Wealth Management’s Chevron CVX Stock Holding History

Long Island 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 Q1	–	Sell	-206	Closed	-$31K	–	146
2023 Q4	$31K	Buy	+206	New	+$31.2K	0.02%	152

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Long Island Wealth Management's CVX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Chevron (CVX) in Q1 2024, closing a stake of 206 shares — an estimated $31K sold.

Long Island Wealth Management first reported a position in CVX in Q4 2023 and held it in 1 quarter. The position peaked at $31K in Q4 2023. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

Long Island Wealth Management reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 206 Chevron shares in Q1 2024, an estimated $31K.
Long Island Wealth Management first reported a position in Chevron in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Chevron position peaked at $31K in Q4 2023.
3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.