TFO Wealth Partners’s Chevron CVX Stock Holding History

TFO Wealth 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 Q2	–	Sell	-264	Closed	-$41.6K	–	229
2024 Q1	$41.6K	Sell	264 -16	-6%	-$2.41K	0.01%	59
2023 Q4	$41.8K	Sell	280 -680	-71%	-$103K	0.01%	60
2023 Q3	$151K	Buy	960 +494	+106%	+$79.8K	0.03%	51
2023 Q2	$73.3K	Buy	466 +204	+78%	+$32.7K	0.02%	60
2023 Q1	$42.7K	Buy	262 +260	+13,000%	+$43.6K	0.01%	71
2022 Q4	$189	Buy	+2	New	+$349	﹤0.01%	642
2022 Q3	–	Sell	-166	Closed	-$24K	–	219
2022 Q2	$24K	Buy	+166	New	+$27.4K	0.01%	82
2021 Q2	–	Sell	-200	Closed	-$21K	–	119
2021 Q1	$21K	Buy	+200	New	+$19.5K	0.01%	101
2020 Q4	–	Sell	-22	Closed	-$2K	–	95
2020 Q3	$2K	Buy	+22	New	+$1.85K	﹤0.01%	134

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

TFO Wealth Partners's CVX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Chevron (CVX) in Q2 2024, closing a stake of 264 shares — an estimated $41.6K sold.

TFO Wealth Partners first reported a position in CVX in Q3 2020 and held it in 9 quarters. The position peaked at $151K in Q3 2023. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

TFO Wealth Partners reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 264 Chevron shares in Q2 2024, an estimated $41.6K.
TFO Wealth Partners first reported a position in Chevron in Q3 2020 and held it in 9 quarters.
TFO Wealth Partners's Chevron position peaked at $151K in Q3 2023.
3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.