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Nabity-Jensen Investment Management’s Chevron CVX Stock Holding History

Nabity-Jensen Investment 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
-701
Closed -$111K – 73
2024
Q1 		$111K Hold
701
– – 0.09% 76
2023
Q4 		$105K Buy
+701
New +$106K 0.09% 76

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

Nabity-Jensen Investment Management's CVX Position: Q2 2024 in Review

Nabity-Jensen Investment Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 701 shares — an estimated $111K sold.

Nabity-Jensen Investment Management first reported a position in CVX in Q4 2023 and held it in 2 quarters. The position peaked at $111K in Q1 2024. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Nabity-Jensen Investment Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Nabity-Jensen Investment Management sold 701 Chevron shares in Q2 2024, an estimated $111K.
  • Nabity-Jensen Investment Management first reported a position in Chevron in Q4 2023 and held it in 2 quarters.
  • Nabity-Jensen Investment Management's Chevron position peaked at $111K in Q1 2024.
  • 3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2024, filed 9 Dec 2024.