Scholtz & Company’s Chevron CVX Stock Holding History

Scholtz & Company’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 Q1	–	Sell	-2,983	Closed	-$445K	–	55
2023 Q4	$445K	Buy	+2,983	New	+$451K	0.22%	49
2020 Q1	–	Sell	-2,000	Closed	-$241K	–	54
2019 Q4	$241K	Sell	2,000 -515	-20%	-$60.7K	0.14%	56
2019 Q3	$298K	Buy	2,515 +515	+26%	+$62.5K	0.2%	51
2019 Q2	$249K	Hold	2,000	–	–	0.16%	55
2019 Q1	$246K	Hold	2,000	–	–	0.16%	48
2018 Q4	$218K	Hold	2,000	–	–	0.19%	44
2018 Q3	$245K	Hold	2,000	–	–	0.15%	51
2018 Q2	$253K	Hold	2,000	–	–	0.18%	49
2018 Q1	$228K	Sell	2,000 -2,644	-57%	-$316K	0.17%	56
2017 Q4	$581K	Buy	4,644 +1,064	+30%	+$126K	0.42%	45
2017 Q3	$421K	Buy	+3,580	New	+$391K	0.33%	53

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Scholtz & Company's CVX Position: Q1 2024 in Review

Scholtz & Company sold out of Chevron (CVX) in Q1 2024, closing a stake of 2,983 shares — an estimated $445K sold.

Scholtz & Company first reported a position in CVX in Q3 2017 and held it in 11 quarters. The position peaked at $581K in Q4 2017. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

Scholtz & Company reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
Scholtz & Company sold 2,983 Chevron shares in Q1 2024, an estimated $445K.
Scholtz & Company first reported a position in Chevron in Q3 2017 and held it in 11 quarters.
Scholtz & Company's Chevron position peaked at $581K in Q4 2017.
3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.