Second Half Financial Partners’s Chevron CVX Stock Holding History

Second Half Financial Partners’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 Q3	–	Sell	-1,592	Closed	-$250K	–	57
2023 Q2	$250K	Buy	+1,592	New	+$255K	0.06%	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

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

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

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

Second Half Financial Partners's CVX Position: Q3 2023 in Review

Second Half Financial Partners sold out of Chevron (CVX) in Q3 2023, closing a stake of 1,592 shares — an estimated $250K sold.

Second Half Financial Partners first reported a position in CVX in Q2 2023 and held it in 1 quarter. The position peaked at $250K in Q2 2023. 3,328 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Second Half Financial Partners reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 1,592 Chevron shares in Q3 2023, an estimated $250K.
Second Half Financial Partners first reported a position in Chevron in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's Chevron position peaked at $250K in Q2 2023.
3,328 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.