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Tranquilli Financial Advisor’s Chevron CVX Stock Holding History

Tranquilli Financial Advisor’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
-1,736
Closed -$274K – 110
2024
Q1 		$274K Buy
1,736
+185
+12% +$27.9K 0.18% 90
2023
Q4 		$231K Sell
1,551
-129
-8% -$19.5K 0.16% 91
2023
Q3 		$283K Buy
1,680
+49
+3% +$7.91K 0.2% 79
2023
Q2 		$257K Buy
+1,631
New +$261K 0.18% 79

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tranquilli Financial Advisor's CVX Position: Q2 2024 in Review

Tranquilli Financial Advisor sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,736 shares — an estimated $274K sold.

Tranquilli Financial Advisor first reported a position in CVX in Q2 2023 and held it in 4 quarters. The position peaked at $283K in Q3 2023. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Tranquilli Financial Advisor reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Tranquilli Financial Advisor sold 1,736 Chevron shares in Q2 2024, an estimated $274K.
  • Tranquilli Financial Advisor first reported a position in Chevron in Q2 2023 and held it in 4 quarters.
  • Tranquilli Financial Advisor's Chevron position peaked at $283K in Q3 2023.
  • 3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2024, filed 13 Aug 2024.