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Mine & Arao Wealth Creation & Management’s Chevron CVX Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-1,215
Closed -$192K – 141
2024
Q1 		$192K Sell
1,215
-136
-10% -$20.5K 0.09% 73
2023
Q4 		$202K Sell
1,351
-7
-0.5% -$1.06K 0.11% 72
2023
Q3 		$229K Buy
1,358
+3
+0.2% +$485 0.14% 63
2023
Q2 		$213K Sell
1,355
-66
-5% -$10.6K 0.12% 68
2023
Q1 		$232K Sell
1,421
-47
-3% -$7.88K 0.15% 63
2022
Q4 		$264K Buy
1,468
+3
+0.2% +$524 0.2% 58
2022
Q3 		$211K Buy
1,465
+65
+5% +$9.91K 0.16% 64
2022
Q2 		$203K Buy
1,400
+3
+0.2% +$496 0.14% 69
2022
Q1 		$227K Sell
1,397
-173
-11% -$24.8K 0.13% 66
2021
Q4 		$184K Sell
1,570
-149
-9% -$16.9K 0.1% 70
2021
Q3 		$174K Sell
1,719
-274
-14% -$27.3K 0.1% 75
2021
Q2 		$209K Sell
1,993
-48
-2% -$5.07K 0.13% 68
2021
Q1 		$214K Sell
2,041
-199
-9% -$19.4K 0.14% 65
2020
Q4 		$189K Buy
2,240
+1
+0% +$81 0.14% 63
2020
Q3 		$161K Sell
2,239
-245
-10% -$20.6K 0.13% 63
2020
Q2 		$222K Buy
2,484
+618
+33% +$55.3K 0.21% 52
2020
Q1 		$135K Sell
1,866
-1,199
-39% -$118K 0.16% 59
2019
Q4 		$369K Buy
+3,065
New +$361K 0.35% 39

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mine & Arao Wealth Creation & Management's CVX Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,215 shares — an estimated $192K sold.

Mine & Arao Wealth Creation & Management first reported a position in CVX in Q4 2019 and held it in 18 quarters. The position peaked at $369K in Q4 2019. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,215 Chevron shares in Q2 2024, an estimated $192K.
  • Mine & Arao Wealth Creation & Management first reported a position in Chevron in Q4 2019 and held it in 18 quarters.
  • Mine & Arao Wealth Creation & Management's Chevron position peaked at $369K in Q4 2019.
  • 3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.