Von Berge Wealth Management Group’s Chevron CVX Stock Holding History

Von Berge Wealth Management Group’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 Q3	–	Sell	-1,382	Closed	-$216K	–	67
2024 Q2	$216K	Sell	1,382 -497	-26%	-$79.3K	0.14%	60
2024 Q1	$296K	Hold	1,879	–	–	0.19%	47
2023 Q4	$277K	Sell	1,879 -76	-4%	-$11.5K	0.21%	51
2023 Q3	$330K	Hold	1,955	–	–	0.28%	41
2023 Q2	$308K	Sell	1,955 -40	-2%	-$6.41K	0.25%	42
2023 Q1	$339K	Buy	1,995 +40	+2%	+$6.71K	0.3%	38
2022 Q4	$351K	Hold	1,955	–	–	0.32%	38
2022 Q3	$307K	Hold	1,955	–	–	0.33%	40
2022 Q2	$270K	Hold	1,955	–	–	0.28%	44
2022 Q1	$335K	Hold	1,955	–	–	0.31%	40
2021 Q4	$257K	Buy	+1,955	New	+$222K	0.24%	50

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

Von Berge Wealth Management Group's CVX Position: Q3 2024 in Review

Von Berge Wealth Management Group sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,382 shares — an estimated $216K sold.

Von Berge Wealth Management Group first reported a position in CVX in Q4 2021 and held it in 11 quarters. The position peaked at $351K in Q4 2022. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Von Berge Wealth Management Group reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Von Berge Wealth Management Group sold 1,382 Chevron shares in Q3 2024, an estimated $216K.
Von Berge Wealth Management Group first reported a position in Chevron in Q4 2021 and held it in 11 quarters.
Von Berge Wealth Management Group's Chevron position peaked at $351K in Q4 2022.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2024, filed 12 Nov 2024.