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Peterson Financial Group’s Chevron CVX Stock Holding History

Peterson Financial Group’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 		$143K Buy
+971
New +$145K 0.55% 43
2023
Q1 		– Sell
-10,659
Closed -$1.91M – 34
2022
Q4 		$1.91M Sell
10,659
-5,457
-34% -$952K 2.53% 6
2022
Q3 		$2.32M Buy
16,116
+4,720
+41% +$720K 2.25% 8
2022
Q2 		$1.65M Buy
11,396
+409
+4% +$67.6K 1.55% 29
2022
Q1 		$1.79M Buy
10,987
+127
+1% +$18.2K 1.48% 22
2021
Q4 		$1.27M Buy
+10,860
New +$1.23M 1.04% 40

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

Peterson Financial Group's CVX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Chevron (CVX) in Q3 2024: 971 shares worth $143K. The stake represents 0.55% of the portfolio and ranks #43 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in CVX as recently as Q4 2022.

Peterson Financial Group first reported a position in CVX in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.32M in Q3 2022. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Peterson Financial Group held 971 shares of Chevron worth $143K as of Q3 2024.
  • Chevron was a new Peterson Financial Group position in Q3 2024.
  • Chevron made up 0.55% of Peterson Financial Group's portfolio in Q3 2024, its #43 holding.
  • Peterson Financial Group first reported a position in Chevron in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Chevron position peaked at $2.32M in Q3 2022.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.