Zimmermann Investment Management & Planning’s Chevron CVX Stock Holding History

Zimmermann Investment Management & Planning’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	-1,505	Closed	-$235K	–	147
2024 Q2	$235K	Sell	1,505 -379	-20%	-$60.4K	0.08%	119
2024 Q1	$297K	Sell	1,884 -713	-27%	-$108K	0.11%	112
2023 Q4	$387K	Buy	2,597 +173	+7%	+$26.2K	0.16%	82
2023 Q3	$409K	Sell	2,424 -265	-10%	-$42.8K	0.2%	76
2023 Q2	$423K	Buy	2,689 +335	+14%	+$53.7K	0.2%	72
2023 Q1	$384K	Buy	2,354 +338	+17%	+$56.7K	0.2%	79
2022 Q4	$362K	Buy	2,016 +228	+13%	+$39.8K	0.21%	70
2022 Q3	$257K	Sell	1,788 -44	-2%	-$6.71K	0.16%	77
2022 Q2	$265K	Buy	+1,832	New	+$303K	0.18%	78

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

Zimmermann Investment Management & Planning's CVX Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,505 shares — an estimated $235K sold.

Zimmermann Investment Management & Planning first reported a position in CVX in Q2 2022 and held it in 9 quarters. The position peaked at $423K in Q2 2023. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Zimmermann Investment Management & Planning reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,505 Chevron shares in Q3 2024, an estimated $235K.
Zimmermann Investment Management & Planning first reported a position in Chevron in Q2 2022 and held it in 9 quarters.
Zimmermann Investment Management & Planning's Chevron position peaked at $423K in Q2 2023.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.