LL
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LWMG LLC’s Chevron CVX Stock Holding History

LWMG LLC’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 		$323K Buy
2,196
+14
+0.6% +$2.08K 0.06% 71
2024
Q2 		$341K Buy
2,182
+12
+0.6% +$1.91K 0.07% 69
2024
Q1 		$342K Sell
2,170
-48
-2% -$7.24K 0.08% 69
2023
Q4 		$331K Buy
2,218
+70
+3% +$10.6K 0.08% 70
2023
Q3 		$362K Buy
2,148
+71
+3% +$11.5K 0.1% 60
2023
Q2 		$327K Buy
2,077
+41
+2% +$6.57K 0.09% 69
2023
Q1 		$332K Buy
2,036
+72
+4% +$12.1K 0.1% 63
2022
Q4 		$352K Buy
+1,964
New +$343K 0.13% 69

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

LWMG LLC's CVX Position: Q3 2024 in Review

LWMG LLC increased its Chevron (CVX) stake by 0.64% in Q3 2024, buying an estimated $2.08K and bringing the position to 2,196 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #71.

LWMG LLC first reported a position in CVX in Q4 2022 and has held it in 8 quarters since. The position peaked at $362K in Q3 2023. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • LWMG LLC held 2,196 shares of Chevron worth $323K as of Q3 2024.
  • LWMG LLC bought 14 Chevron shares in Q3 2024, an estimated $2.08K.
  • Chevron made up 0.06% of LWMG LLC's portfolio in Q3 2024, its #71 holding.
  • LWMG LLC first reported a position in Chevron in Q4 2022 and has held it in 8 quarters since.
  • LWMG LLC's Chevron position peaked at $362K in Q3 2023.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.