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SYSTM Wealth Solutions’s Chevron CVX Stock Holding History

SYSTM Wealth Solutions’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
-4,834
Closed -$756K – 223
2024
Q2 		$756K Sell
4,834
-5,653
-54% -$901K 0.17% 126
2024
Q1 		$1.65M Sell
10,487
-1,099
-9% -$166K 0.21% 139
2023
Q4 		$1.73M Sell
11,586
-1,026
-8% -$155K 0.24% 122
2023
Q3 		$2.13M Sell
12,612
-11,435
-48% -$1.85M 0.33% 78
2023
Q2 		$3.78M Buy
24,047
+3,209
+15% +$514K 0.51% 46
2023
Q1 		$3.4M Sell
20,838
-2,165
-9% -$363K 0.52% 46
2022
Q4 		$4.13M Buy
+23,003
New +$4.01M 0.51% 47

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

SYSTM Wealth Solutions's CVX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Chevron (CVX) in Q3 2024, closing a stake of 4,834 shares — an estimated $756K sold.

SYSTM Wealth Solutions first reported a position in CVX in Q4 2022 and held it in 7 quarters. The position peaked at $4.13M in Q4 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,834 Chevron shares in Q3 2024, an estimated $756K.
  • SYSTM Wealth Solutions first reported a position in Chevron in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Chevron position peaked at $4.13M in Q4 2022.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.