Taylor Hoffman Wealth Management’s Chevron CVX Stock Holding History

Taylor Hoffman Wealth Management’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 Q2	$414K	Buy	2,642 +267	+11%	+$42.6K	0.17%	79
2024 Q1	$375K	Hold	2,375	–	–	0.16%	85
2023 Q4	$354K	Hold	2,375	–	–	0.16%	82
2023 Q3	$400K	Hold	2,375	–	–	0.21%	81
2023 Q2	$374K	Sell	2,375 -462	-16%	-$74.1K	0.19%	81
2023 Q1	$463K	Buy	2,837 +462	+19%	+$77.5K	0.25%	69
2022 Q4	$426K	Sell	2,375 -4,395	-65%	-$767K	0.26%	70
2022 Q3	$973K	Hold	6,770	–	–	0.51%	59
2022 Q2	$992K	Hold	6,770	–	–	0.49%	64
2022 Q1	$1.1M	Hold	6,770	–	–	0.44%	68
2021 Q4	$794K	Hold	6,770	–	–	0.3%	79
2021 Q3	$706K	Hold	6,770	–	–	0.3%	81
2021 Q2	$709K	Hold	6,770	–	–	0.31%	80
2021 Q1	$709K	Hold	6,770	–	–	0.32%	77
2020 Q4	$572K	Sell	6,770 -250	-4%	-$20.2K	0.29%	80
2020 Q3	$505K	Sell	7,020 -2,045	-23%	-$172K	0.3%	79
2020 Q2	$809K	Buy	9,065 +1,910	+27%	+$171K	0.51%	70
2020 Q1	$518K	Sell	7,155 -2,000	-22%	-$198K	0.5%	70
2019 Q4	$1.1M	Hold	9,155	–	–	0.71%	47
2019 Q3	$1.09M	Buy	9,155 +2,000	+28%	+$243K	0.77%	44
2019 Q2	$890K	Sell	7,155 -2,500	-26%	-$302K	0.72%	50
2019 Q1	$1.19M	Buy	9,655 +475	+5%	+$56.2K	0.88%	32
2018 Q4	$999K	Sell	9,180 -365	-4%	-$42.3K	0.89%	36
2018 Q3	$1.17M	Hold	9,545	–	–	0.92%	33
2018 Q2	$1.21M	Sell	9,545 -47	-0.5%	-$5.83K	1.04%	31
2018 Q1	$1.09M	Hold	9,592	–	–	1%	29
2017 Q4	$1.2M	Buy	+9,592	New	+$1.14M	1.15%	22

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Taylor Hoffman Wealth Management's CVX Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Chevron (CVX) stake by 11% in Q2 2024, buying an estimated $42.6K and bringing the position to 2,642 shares worth $414K. The position accounts for 0.17% of the portfolio, ranked #79.

Taylor Hoffman Wealth Management first reported a position in CVX in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.21M in Q2 2018. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Taylor Hoffman Wealth Management held 2,642 shares of Chevron worth $414K as of Q2 2024.
Taylor Hoffman Wealth Management bought 267 Chevron shares in Q2 2024, an estimated $42.6K.
Chevron made up 0.17% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #79 holding.
Taylor Hoffman Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 27 quarters since.
Taylor Hoffman Wealth Management's Chevron position peaked at $1.21M in Q2 2018.
3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.