Parkside Advisors’s Chevron CVX Stock Holding History

Parkside 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	-1,313	Closed	-$205K	–	83
2024 Q2	$205K	Sell	1,313 -75	-5%	-$12K	0.05%	79
2024 Q1	$219K	Buy	1,388 +5	+0.4%	+$755	0.06%	83
2023 Q4	$206K	Buy	1,383 +6	+0.4%	+$907	0.06%	78
2023 Q3	$232K	Buy	1,377 +4	+0.3%	+$646	0.07%	71
2023 Q2	$216K	Sell	1,373 -182	-12%	-$29.2K	0.07%	73
2023 Q1	$254K	Buy	1,555 +40	+3%	+$6.71K	0.08%	67
2022 Q4	$272K	Buy	+1,515	New	+$264K	0.1%	66

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

Parkside Advisors's CVX Position: Q3 2024 in Review

Parkside Advisors sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,313 shares — an estimated $205K sold.

Parkside Advisors first reported a position in CVX in Q4 2022 and held it in 7 quarters. The position peaked at $272K in Q4 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Parkside Advisors reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Parkside Advisors sold 1,313 Chevron shares in Q3 2024, an estimated $205K.
Parkside Advisors first reported a position in Chevron in Q4 2022 and held it in 7 quarters.
Parkside Advisors's Chevron position peaked at $272K in Q4 2022.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Parkside Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.