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Stonehearth Capital Management’s Chevron CVX Stock Holding History

Stonehearth Capital Management’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
-1,483
Closed -$234K – 83
2024
Q1 		$234K Hold
1,483
– – 0.11% 63
2023
Q4 		$221K Hold
1,483
– – 0.11% 68
2023
Q3 		$250K Hold
1,483
– – 0.14% 56
2023
Q2 		$233K Sell
1,483
-140
-9% -$22.4K 0.12% 65
2023
Q1 		$265K Sell
1,623
-36
-2% -$6.04K 0.14% 52
2022
Q4 		$298K Hold
1,659
– – 0.17% 49
2022
Q3 		$238K Buy
1,659
+176
+12% +$26.8K 0.15% 51
2022
Q2 		$212K Hold
1,483
– – 0.12% 64
2022
Q1 		$241K Buy
+1,483
New +$213K 0.13% 63

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

Stonehearth Capital Management's CVX Position: Q2 2024 in Review

Stonehearth Capital Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,483 shares — an estimated $234K sold.

Stonehearth Capital Management first reported a position in CVX in Q1 2022 and held it in 9 quarters. The position peaked at $298K in Q4 2022. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Stonehearth Capital Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Stonehearth Capital Management sold 1,483 Chevron shares in Q2 2024, an estimated $234K.
  • Stonehearth Capital Management first reported a position in Chevron in Q1 2022 and held it in 9 quarters.
  • Stonehearth Capital Management's Chevron position peaked at $298K in Q4 2022.
  • 3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Stonehearth Capital Management's 13F filing for Q2 2024, filed 5 Jul 2024.