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Semus Wealth Partners’s Chevron CVX Stock Holding History

Semus Wealth 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
2024
Q3 		– Sell
-1,374
Closed -$215K – 125
2024
Q2 		$215K Sell
1,374
-270
-16% -$43.1K 0.17% 106
2024
Q1 		$259K Sell
1,644
-6
-0.4% -$905 0.22% 101
2023
Q4 		$246K Buy
1,650
+34
+2% +$5.14K 0.2% 102
2023
Q3 		$273K Buy
1,616
+143
+10% +$23.1K 0.25% 88
2023
Q2 		$232K Buy
1,473
+163
+12% +$26.1K 0.21% 102
2023
Q1 		$214K Buy
1,310
+52
+4% +$8.72K 0.23% 104
2022
Q4 		$226K Buy
+1,258
New +$220K 0.27% 97

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

Semus Wealth Partners's CVX Position: Q3 2024 in Review

Semus Wealth Partners sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,374 shares — an estimated $215K sold.

Semus Wealth Partners first reported a position in CVX in Q4 2022 and held it in 7 quarters. The position peaked at $273K in Q3 2023. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Semus Wealth Partners reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 1,374 Chevron shares in Q3 2024, an estimated $215K.
  • Semus Wealth Partners first reported a position in Chevron in Q4 2022 and held it in 7 quarters.
  • Semus Wealth Partners's Chevron position peaked at $273K in Q3 2023.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Semus Wealth Partners's 13F filing for Q3 2024, filed 7 Nov 2024.