SC&H Financial Advisors’s Chevron CVX Stock Holding History

SC&H Financial 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
2023 Q4	–	Sell	-1,273	Closed	-$215K	–	141
2023 Q3	$215K	Hold	1,273	–	–	0.07%	124
2023 Q2	$200K	Buy	+1,273	New	+$204K	0.07%	135

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SC&H Financial Advisors's CVX Position: Q4 2023 in Review

SC&H Financial Advisors sold out of Chevron (CVX) in Q4 2023, closing a stake of 1,273 shares — an estimated $215K sold.

SC&H Financial Advisors first reported a position in CVX in Q2 2023 and held it in 2 quarters. The position peaked at $215K in Q3 2023. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

SC&H Financial Advisors reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
SC&H Financial Advisors sold 1,273 Chevron shares in Q4 2023, an estimated $215K.
SC&H Financial Advisors first reported a position in Chevron in Q2 2023 and held it in 2 quarters.
SC&H Financial Advisors's Chevron position peaked at $215K in Q3 2023.
3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on SC&H Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.