SWM
CVX icon

Sugarloaf Wealth Management’s Chevron CVX Stock Holding History

Sugarloaf Wealth 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
Q4 		$433K Hold
2,988
– – 0.08% 104
2024
Q3 		$440K Hold
2,988
– – 0.08% 101
2024
Q2 		$467K Buy
2,988
+1,285
+75% +$205K 0.09% 91
2024
Q1 		$269K Buy
1,703
+4
+0.2% +$604 0.06% 121
2023
Q4 		$253K Sell
1,699
-1,422
-46% -$215K 0.06% 113
2023
Q3 		$526K Buy
3,121
+4
+0.1% +$646 0.13% 78
2023
Q2 		$491K Buy
3,117
+4
+0.1% +$641 0.11% 80
2023
Q1 		$508K Sell
3,113
-314
-9% -$52.6K 0.12% 79
2022
Q4 		$615K Sell
3,427
-667
-16% -$116K 0.15% 62
2022
Q3 		$589K Buy
4,094
+122
+3% +$18.6K 0.15% 66
2022
Q2 		$575K Buy
3,972
+46
+1% +$7.6K 0.14% 69
2022
Q1 		$639K Buy
3,926
+403
+11% +$57.8K 0.15% 60
2021
Q4 		$413K Sell
3,523
-32
-0.9% -$3.63K 0.1% 83
2021
Q3 		$361K Sell
3,555
-406
-10% -$40.5K 0.09% 83
2021
Q2 		$415K Sell
3,961
-284
-7% -$30K 0.11% 76
2021
Q1 		$445 Buy
4,245
+544
+15% +$53.1K 0.13% 74
2020
Q4 		$313K Buy
3,701
+6
+0.2% +$486 0.1% 85
2020
Q3 		$266K Sell
3,695
-171
-4% -$14.4K 0.1% 88
2020
Q2 		$345K Sell
3,866
-77
-2% -$6.89K 0.13% 81
2020
Q1 		$286K Sell
3,943
-5,258
-57% -$520K 0.13% 82
2019
Q4 		$1.11M Buy
+9,201
New +$1.08M 0.47% 38

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Sugarloaf Wealth Management's CVX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Chevron (CVX) position steady in Q4 2024 at 2,988 shares worth $433K. The position accounts for 0.08% of the portfolio, ranked #104.

Sugarloaf Wealth Management first reported a position in CVX in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.11M in Q4 2019. 3,753 funds tracked by Wall St. Rank hold CVX as of Q4 2024.

  • Sugarloaf Wealth Management held 2,988 shares of Chevron worth $433K as of Q4 2024.
  • Sugarloaf Wealth Management left its Chevron share count unchanged in Q4 2024.
  • Chevron made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #104 holding.
  • Sugarloaf Wealth Management first reported a position in Chevron in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Chevron position peaked at $1.11M in Q4 2019.
  • 3,753 funds tracked by Wall St. Rank held Chevron as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.