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Socha Financial Group’s Chevron CVX Stock Holding History

Socha Financial Group’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
Q2 		– Sell
-1,777
Closed -$280K – 22
2024
Q1 		$280K Sell
1,777
-187
-10% -$28.2K 0.12% 26
2023
Q4 		$293K Sell
1,964
-315
-14% -$47.6K 0.14% 24
2023
Q3 		$384K Hold
2,279
– – 0.2% 17
2023
Q2 		$359K Buy
2,279
+979
+75% +$157K 0.19% 16
2023
Q1 		$212K Sell
1,300
-13
-1% -$2.18K 0.14% 21
2022
Q4 		$236K Buy
+1,313
New +$229K 0.17% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Socha Financial Group's CVX Position: Q2 2024 in Review

Socha Financial Group sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,777 shares — an estimated $280K sold.

Socha Financial Group first reported a position in CVX in Q4 2022 and held it in 6 quarters. The position peaked at $384K in Q3 2023. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Socha Financial Group reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Socha Financial Group sold 1,777 Chevron shares in Q2 2024, an estimated $280K.
  • Socha Financial Group first reported a position in Chevron in Q4 2022 and held it in 6 quarters.
  • Socha Financial Group's Chevron position peaked at $384K in Q3 2023.
  • 3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Socha Financial Group's 13F filing for Q2 2024, filed 31 Jul 2024.