Mittelman Wealth Management’s Chevron CVX Stock Holding History

Mittelman Wealth 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 Q3	–	Sell	-7,890	Closed	-$1.23M	–	39
2024 Q2	$1.23M	Sell	7,890 -132	-2%	-$21K	0.8%	30
2024 Q1	$1.27M	Buy	+8,022	New	+$1.21M	0.86%	30

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mittelman Wealth Management's CVX Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Chevron (CVX) in Q3 2024, closing a stake of 7,890 shares — an estimated $1.23M sold.

Mittelman Wealth Management first reported a position in CVX in Q1 2024 and held it in 2 quarters. The position peaked at $1.27M in Q1 2024. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Mittelman Wealth Management reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Mittelman Wealth Management sold 7,890 Chevron shares in Q3 2024, an estimated $1.23M.
Mittelman Wealth Management first reported a position in Chevron in Q1 2024 and held it in 2 quarters.
Mittelman Wealth Management's Chevron position peaked at $1.27M in Q1 2024.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.