SWS Partners’s Chevron CVX Stock Holding History

SWS 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	–	Sell	-521	Closed	-$81.6K	–	147
2024 Q2	$81.6K	Buy	+521	New	+$83.1K	0.02%	138
2022 Q2	–	Sell	-370	Closed	-$60K	–	81
2022 Q1	$60K	Buy	+370	New	+$53.1K	0.04%	81
2018 Q2	–	Sell	-134	Closed	-$15K	–	149
2018 Q1	$15K	Sell	134 -55	-29%	-$6.58K	0.01%	233
2017 Q4	$24K	Buy	+189	New	+$22.4K	0.02%	208

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 $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SWS Partners's CVX Position: Q3 2024 in Review

SWS Partners sold out of Chevron (CVX) in Q3 2024, closing a stake of 521 shares — an estimated $81.6K sold.

SWS Partners first reported a position in CVX in Q4 2017 and held it in 4 quarters. The position peaked at $81.6K in Q2 2024. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

SWS Partners reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 521 Chevron shares in Q3 2024, an estimated $81.6K.
SWS Partners first reported a position in Chevron in Q4 2017 and held it in 4 quarters.
SWS Partners's Chevron position peaked at $81.6K in Q2 2024.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.