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McClarren Financial Advisors’s Chevron CVX Stock Holding History

McClarren Financial Advisors’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
-148
Closed -$22K – 363
2023
Q4 		$22K Buy
148
+48
+48% +$7.26K 0.02% 224
2023
Q3 		$16K Hold
100
– – 0.01% 234
2023
Q2 		$15K Buy
+100
New +$16K 0.01% 239

Other funds holding CVX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McClarren Financial Advisors's CVX Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Chevron (CVX) in Q1 2024, closing a stake of 148 shares — an estimated $22K sold.

McClarren Financial Advisors first reported a position in CVX in Q2 2023 and held it in 3 quarters. The position peaked at $22K in Q4 2023. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 148 Chevron shares in Q1 2024, an estimated $22K.
  • McClarren Financial Advisors first reported a position in Chevron in Q2 2023 and held it in 3 quarters.
  • McClarren Financial Advisors's Chevron position peaked at $22K in Q4 2023.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.