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Source Financial Advisors’s Chevron CVX Stock Holding History

Source 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
2024
Q3 		$293K Sell
1,991
-167
-8% -$24.9K 0.09% 98
2024
Q2 		$338K Buy
2,158
+100
+5% +$15.9K 0.1% 87
2024
Q1 		$325K Buy
2,058
+12
+0.6% +$1.81K 0.1% 94
2023
Q4 		$305K Sell
2,046
-181
-8% -$27.4K 0.09% 100
2023
Q3 		$376K Buy
2,227
+122
+6% +$19.7K 0.13% 88
2023
Q2 		$331K Buy
2,105
+127
+6% +$20.4K 0.11% 102
2023
Q1 		$323K Buy
1,978
+44
+2% +$7.38K 0.11% 97
2022
Q4 		$347K Buy
1,934
+296
+18% +$51.7K 0.13% 93
2022
Q3 		$235K Buy
1,638
+109
+7% +$16.6K 0.09% 102
2022
Q2 		$221K Sell
1,529
-19
-1% -$3.14K 0.09% 104
2022
Q1 		$252K Buy
+1,548
New +$222K 0.07% 101

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

Source Financial Advisors's CVX Position: Q3 2024 in Review

Source Financial Advisors reduced its Chevron (CVX) stake by 7.7% in Q3 2024, selling an estimated $24.9K and leaving 1,991 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #98.

Source Financial Advisors first reported a position in CVX in Q1 2022 and has held it in 11 quarters since. The position peaked at $376K in Q3 2023. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Source Financial Advisors held 1,991 shares of Chevron worth $293K as of Q3 2024.
  • Source Financial Advisors sold 167 Chevron shares in Q3 2024, an estimated $24.9K.
  • Chevron made up 0.09% of Source Financial Advisors's portfolio in Q3 2024, its #98 holding.
  • Source Financial Advisors first reported a position in Chevron in Q1 2022 and has held it in 11 quarters since.
  • Source Financial Advisors's Chevron position peaked at $376K in Q3 2023.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.