Traverso Chambers Private Wealth Management’s Chevron CVX Stock Holding History

Traverso Chambers Private 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
2023 Q4	$1.62M	Buy	10,841 +59	+0.5%	+$8.92K	0.39%	38
2023 Q3	$1.82M	Buy	10,782 +205	+2%	+$33.1K	0.49%	33
2023 Q2	$1.66M	Sell	10,577 -33	-0.3%	-$5.29K	0.44%	34
2023 Q1	$1.73M	Sell	10,610 -34	-0.3%	-$5.7K	0.47%	32
2022 Q4	$1.91M	Sell	10,644 -165	-2%	-$28.8K	0.55%	29
2022 Q3	$1.55M	Buy	10,809 +166	+2%	+$25.3K	0.48%	33
2022 Q2	$1.54M	Sell	10,643 -36	-0.3%	-$5.95K	0.52%	31
2022 Q1	$1.74M	Sell	10,679 -308	-3%	-$44.2K	0.52%	30
2021 Q4	$1.29M	Buy	10,987 +203	+2%	+$23.1K	0.38%	36
2021 Q3	$1.09M	Buy	10,784 +113	+1%	+$11.3K	0.34%	40
2021 Q2	$1.12M	Buy	10,671 +422	+4%	+$44.5K	0.35%	40
2021 Q1	$1.07M	Buy	10,249 +296	+3%	+$28.9K	0.36%	37
2020 Q4	$840K	Sell	9,953 -566	-5%	-$45.8K	0.3%	39
2020 Q3	$757K	Buy	10,519 +880	+9%	+$74K	0.29%	42
2020 Q2	$860K	Buy	9,639 +120	+1%	+$10.7K	0.36%	34
2020 Q1	$690K	Buy	9,519 +537	+6%	+$53.1K	0.33%	41
2019 Q4	$1.08M	Sell	8,982 -603	-6%	-$71K	0.46%	36
2019 Q3	$1.14M	Buy	9,585 +23	+0.2%	+$2.79K	0.54%	29
2019 Q2	$1.18M	Sell	9,562 -756	-7%	-$91.4K	0.57%	28
2019 Q1	$1.27M	Sell	10,318 -46	-0.4%	-$5.44K	0.62%	27
2018 Q4	$1.13M	Buy	+10,364	New	+$1.2M	0.61%	27

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Traverso Chambers Private Wealth Management's CVX Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Chevron (CVX) stake by 0.55% in Q4 2023, buying an estimated $8.92K and bringing the position to 10,841 shares worth $1.62M. The position accounts for 0.39% of the portfolio, ranked #38.

Traverso Chambers Private Wealth Management first reported a position in CVX in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.91M in Q4 2022. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Traverso Chambers Private Wealth Management held 10,841 shares of Chevron worth $1.62M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 59 Chevron shares in Q4 2023, an estimated $8.92K.
Chevron made up 0.39% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #38 holding.
Traverso Chambers Private Wealth Management first reported a position in Chevron in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Chevron position peaked at $1.91M in Q4 2022.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.