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Sanctuary Wealth Management’s Chevron CVX Stock Holding History

Sanctuary Wealth 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
Q4 		$60.8K Buy
420
+95
+29% +$14.5K 0.04% 81
2024
Q3 		$47.9K Buy
+325
New +$48.4K 0.03% 105
2023
Q4 		– Sell
-43
Closed -$7.25K – 289
2023
Q3 		$7.25K Sell
43
-8
-16% -$1.29K 0.01% 151
2023
Q2 		$8.03K Buy
+51
New +$8.18K 0.01% 150
2022
Q4 		$9.15K Buy
+51
New +$8.9K 0.01% 134

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Sanctuary Wealth Management's CVX Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Chevron (CVX) stake by 29% in Q4 2024, buying an estimated $14.5K and bringing the position to 420 shares worth $60.8K. The position accounts for 0.04% of the portfolio, ranked #81.

Sanctuary Wealth Management first reported a position in CVX in Q4 2022 and has held it in 5 quarters since. 3,754 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Sanctuary Wealth Management held 420 shares of Chevron worth $60.8K as of Q4 2024.
  • Sanctuary Wealth Management bought 95 Chevron shares in Q4 2024, an estimated $14.5K.
  • Chevron made up 0.04% of Sanctuary Wealth Management's portfolio in Q4 2024, its #81 holding.
  • Sanctuary Wealth Management first reported a position in Chevron in Q4 2022 and has held it in 5 quarters since.
  • 3,754 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.