Monograph Wealth Advisors’s Chevron CVX Stock Holding History

Monograph Wealth 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 Q3	–	Sell	-2,370	Closed	-$371K	–	111
2024 Q2	$371K	Sell	2,370 -700	-23%	-$112K	0.05%	80
2024 Q1	$484K	Sell	3,070 -649	-17%	-$97.9K	0.07%	101
2023 Q4	$555K	Sell	3,719 -5,710	-61%	-$864K	0.1%	54
2023 Q3	$1.59M	Buy	9,429 +2,851	+43%	+$460K	0.31%	32
2023 Q2	$1.04M	Hold	6,578	–	–	0.22%	31
2023 Q1	$1.07M	Sell	6,578 -5,183	-44%	-$869K	0.25%	29
2022 Q4	$2.11M	Buy	11,761 +1,243	+12%	+$217K	0.56%	15
2022 Q3	$1.51M	Buy	+10,518	New	+$1.6M	0.5%	20

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

Monograph Wealth Advisors's CVX Position: Q3 2024 in Review

Monograph Wealth Advisors sold out of Chevron (CVX) in Q3 2024, closing a stake of 2,370 shares — an estimated $371K sold.

Monograph Wealth Advisors first reported a position in CVX in Q3 2022 and held it in 8 quarters. The position peaked at $2.11M in Q4 2022. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Monograph Wealth Advisors reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 2,370 Chevron shares in Q3 2024, an estimated $371K.
Monograph Wealth Advisors first reported a position in Chevron in Q3 2022 and held it in 8 quarters.
Monograph Wealth Advisors's Chevron position peaked at $2.11M in Q4 2022.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Monograph Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.