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Mirabella Financial Services’s Chevron CVX Stock Holding History

Mirabella Financial Services’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 		– Sell
-9,968
Closed -$1.56M – 242
2024
Q2 		$1.56M Buy
9,968
+8,250
+480% +$1.32M 0.11% 97
2024
Q1 		$272K Sell
1,718
-2,912
-63% -$439K 0.02% 404
2023
Q4 		$691K Buy
4,630
+2,130
+85% +$322K 0.09% 167
2023
Q3 		$422K Sell
2,500
-14,101
-85% -$2.28M 0.06% 241
2023
Q2 		$2.61M Buy
+16,601
New +$2.66M 0.29% 105
2022
Q4 		– Sell
-17,574
Closed -$2.54M – 422
2022
Q3 		$2.54M Sell
17,574
-5,069
-22% -$773K 0.26% 55
2022
Q2 		$3.33M Buy
22,643
+8,392
+59% +$1.39M 0.33% 59
2022
Q1 		$2.32M Buy
+14,251
New +$2.04M 0.26% 73
2021
Q1 		– Sell
-2,612
Closed -$221K – 316
2020
Q4 		$221K Sell
2,612
-38,405
-94% -$3.11M 0.03% 246
2020
Q3 		$2.95M Buy
41,017
+36,806
+874% +$3.1M 0.41% 39
2020
Q2 		$376K Buy
+4,211
New +$377K 0.09% 102

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

Mirabella Financial Services's CVX Position: Q3 2024 in Review

Mirabella Financial Services sold out of Chevron (CVX) in Q3 2024, closing a stake of 9,968 shares — an estimated $1.56M sold.

Mirabella Financial Services first reported a position in CVX in Q2 2020 and held it in 11 quarters. The position peaked at $3.33M in Q2 2022. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Mirabella Financial Services reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 9,968 Chevron shares in Q3 2024, an estimated $1.56M.
  • Mirabella Financial Services first reported a position in Chevron in Q2 2020 and held it in 11 quarters.
  • Mirabella Financial Services's Chevron position peaked at $3.33M in Q2 2022.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.