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Naples Money Management’s Chevron CVX Stock Holding History

Naples Money 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 		$188K Sell
1,274
-340
-21% -$50.6K 0.16% 53
2024
Q2 		$253K Buy
1,614
+8
+0.5% +$1.28K 0.22% 43
2024
Q1 		$253K Sell
1,606
-103
-6% -$15.5K 0.25% 46
2023
Q4 		$255K Buy
+1,709
New +$258K 0.24% 44

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Naples Money Management's CVX Position: Q3 2024 in Review

Naples Money Management reduced its Chevron (CVX) stake by 21% in Q3 2024, selling an estimated $50.6K and leaving 1,274 shares worth $188K. The position accounts for 0.16% of the portfolio, ranked #53.

Naples Money Management first reported a position in CVX in Q4 2023 and has held it in 4 quarters since. The position peaked at $255K in Q4 2023. 3,476 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Naples Money Management held 1,274 shares of Chevron worth $188K as of Q3 2024.
  • Naples Money Management sold 340 Chevron shares in Q3 2024, an estimated $50.6K.
  • Chevron made up 0.16% of Naples Money Management's portfolio in Q3 2024, its #53 holding.
  • Naples Money Management first reported a position in Chevron in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Chevron position peaked at $255K in Q4 2023.
  • 3,476 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.