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One Wealth Management Investment & Advisory Services’s Chevron CVX Stock Holding History

One Wealth Management Investment & Advisory 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
-1,440
Closed -$225K – 63
2024
Q2 		$225K Buy
1,440
+95
+7% +$15.1K 0.09% 114
2024
Q1 		$212K Buy
+1,345
New +$203K 0.09% 125

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

One Wealth Management Investment & Advisory Services's CVX Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,440 shares — an estimated $225K sold.

One Wealth Management Investment & Advisory Services first reported a position in CVX in Q1 2024 and held it in 2 quarters. The position peaked at $225K in Q2 2024. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,440 Chevron shares in Q3 2024, an estimated $225K.
  • One Wealth Management Investment & Advisory Services first reported a position in Chevron in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Chevron position peaked at $225K in Q2 2024.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.