Sweet Financial Partners’s Chevron CVX Stock Holding History

Sweet Financial Partners’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	$1.73M	Sell	11,729 -139	-1%	-$20.7K	0.37%	61
2024 Q2	$1.86M	Buy	11,868 +447	+4%	+$71.3K	0.42%	53
2024 Q1	$1.8M	Sell	11,421 -26	-0.2%	-$3.92K	0.42%	52
2023 Q4	$1.71M	Buy	11,447 +2,686	+31%	+$406K	0.41%	52
2023 Q3	$1.48M	Buy	+8,761	New	+$1.42M	0.39%	56
2023 Q2	–	Sell	-9,165	Closed	-$1.47M	–	180
2023 Q1	$1.5M	Sell	9,165 -285	-3%	-$47.8K	0.41%	43
2022 Q4	$1.7M	Buy	9,450 +73	+0.8%	+$12.7K	0.5%	29
2022 Q3	$1.35M	Buy	9,377 +20	+0.2%	+$3.05K	0.43%	29
2022 Q2	$1.35M	Buy	9,357 +116	+1%	+$19.2K	0.42%	32
2022 Q1	$1.5M	Buy	9,241 +758	+9%	+$109K	0.4%	33
2021 Q4	$995K	Buy	+8,483	New	+$964K	0.41%	34

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM