RJFSA
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Raymond James Financial Services Advisors’s Chevron CVX Stock Holding History

Raymond James Financial Services 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
2022
Q3 		– Sell
-11,300
Closed -$283K – 3302
2022
Q2 		$283K Buy
+11,300
New +$1.87M ﹤0.01% 2633

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

Raymond James Financial Services Advisors's CVX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Chevron (CVX) stake by 2% in Q3 2024, buying an estimated $5.44M and bringing the position to 1,826,068 shares worth $269M. The position accounts for 0.36% of the portfolio, ranked #56.

Raymond James Financial Services Advisors first reported a position in CVX in Q2 2013 and has held it in 45 quarters since. The position peaked at $282M in Q4 2022. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Raymond James Financial Services Advisors held 1,826,068 shares of Chevron worth $269M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 36,528 Chevron shares in Q3 2024, an estimated $5.44M.
  • Chevron made up 0.36% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #56 holding.
  • Raymond James Financial Services Advisors first reported a position in Chevron in Q2 2013 and has held it in 45 quarters since.
  • Raymond James Financial Services Advisors's Chevron position peaked at $282M in Q4 2022.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.