Twin City Private Wealth’s Chevron CVX Stock Holding History

Twin City Private Wealth’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	-2,199	Closed	-$347K	–	93
2024 Q1	$347K	Buy	+2,199	New	+$332K	0.34%	76

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

Twin City Private Wealth's CVX Position: Q2 2024 in Review

Twin City Private Wealth sold out of Chevron (CVX) in Q2 2024, closing a stake of 2,199 shares — an estimated $347K sold.

Twin City Private Wealth first reported a position in CVX in Q1 2024 and held it in 1 quarter. The position peaked at $347K in Q1 2024. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Twin City Private Wealth reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
Twin City Private Wealth sold 2,199 Chevron shares in Q2 2024, an estimated $347K.
Twin City Private Wealth first reported a position in Chevron in Q1 2024 and held it in 1 quarter.
Twin City Private Wealth's Chevron position peaked at $347K in Q1 2024.
3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Twin City Private Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.