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 $3.37T AUM 44.26% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's CVX Position: Q3 2024 in Review

Sweet Financial Partners reduced its Chevron (CVX) stake by 1.2% in Q3 2024, selling an estimated $20.7K and leaving 11,729 shares worth $1.73M. The position accounts for 0.37% of the portfolio, ranked #61.

Sweet Financial Partners first reported a position in CVX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.86M in Q2 2024. 3,482 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Sweet Financial Partners held 11,729 shares of Chevron worth $1.73M as of Q3 2024.
Sweet Financial Partners sold 139 Chevron shares in Q3 2024, an estimated $20.7K.
Chevron made up 0.37% of Sweet Financial Partners's portfolio in Q3 2024, its #61 holding.
Sweet Financial Partners first reported a position in Chevron in Q4 2021 and has held it in 11 quarters since.
Sweet Financial Partners's Chevron position peaked at $1.86M in Q2 2024.
3,482 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.