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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
2023
Q3 		– Sell
-8,696
Closed -$1.37M – 177
2023
Q2 		$1.37M Buy
+8,696
New +$1.39M 0.36% 59

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B 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. 3,474 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.
  • 3,474 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.