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Steward Partners Investment Solutions’s Chevron CVX Stock Holding History

Steward Partners Investment Solutions’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 		$3.23M Buy
20,488
+12,764
+165% +$1.93M 0.54% 43
2023
Q4 		$1.15M Buy
+7,724
New +$1.17M 0.48% 51

Other funds holding CVX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Solutions's CVX Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Chevron (CVX) stake by 165% in Q1 2024, buying an estimated $1.93M and bringing the position to 20,488 shares worth $3.23M. The position accounts for 0.54% of the portfolio, ranked #43.

Steward Partners Investment Solutions first reported a position in CVX in Q4 2023 and has held it in 2 quarters since. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Steward Partners Investment Solutions held 20,488 shares of Chevron worth $3.23M as of Q1 2024.
  • Steward Partners Investment Solutions bought 12,764 Chevron shares in Q1 2024, an estimated $1.93M.
  • Chevron made up 0.54% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #43 holding.
  • Steward Partners Investment Solutions first reported a position in Chevron in Q4 2023 and has held it in 2 quarters since.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.