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Mezzasalma Advisors’s Chevron CVX Stock Holding History

Mezzasalma 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
-1,654
Closed -$247K – 103
2023
Q4 		$247K Sell
1,654
-293
-15% -$44.3K 0.13% 82
2023
Q3 		$328K Hold
1,947
– – 0.2% 58
2023
Q2 		$306K Buy
1,947
+52
+3% +$8.34K 0.19% 65
2023
Q1 		$309K Sell
1,895
-20
-1% -$3.35K 0.22% 63
2022
Q4 		$344K Hold
1,915
– – 0.3% 54
2022
Q3 		$275K Hold
1,915
– – 0.22% 62
2022
Q2 		$277K Hold
1,915
– – 0.23% 66
2022
Q1 		$312K Buy
1,915
+53
+3% +$7.6K 0.19% 69
2021
Q4 		$219K Buy
+1,862
New +$212K 0.12% 91

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

Mezzasalma Advisors's CVX Position: Q1 2024 in Review

Mezzasalma Advisors sold out of Chevron (CVX) in Q1 2024, closing a stake of 1,654 shares — an estimated $247K sold.

Mezzasalma Advisors first reported a position in CVX in Q4 2021 and held it in 9 quarters. The position peaked at $344K in Q4 2022. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Mezzasalma Advisors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Mezzasalma Advisors sold 1,654 Chevron shares in Q1 2024, an estimated $247K.
  • Mezzasalma Advisors first reported a position in Chevron in Q4 2021 and held it in 9 quarters.
  • Mezzasalma Advisors's Chevron position peaked at $344K in Q4 2022.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.