Acrisure Capital Management’s Chevron CVX Stock Holding History

Acrisure Capital 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 Q2	–	Sell	-1,479	Closed	-$241K	–	63
2023 Q1	$241K	Sell	1,479 -496	-25%	-$83.2K	0.24%	191
2022 Q4	$354K	Buy	+1,975	New	+$345K	0.39%	87

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

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

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

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

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

Acrisure Capital Management's CVX Position: Q2 2023 in Review

Acrisure Capital Management sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,479 shares — an estimated $241K sold.

Acrisure Capital Management first reported a position in CVX in Q4 2022 and held it in 2 quarters. The position peaked at $354K in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Acrisure Capital Management reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
Acrisure Capital Management sold 1,479 Chevron shares in Q2 2023, an estimated $241K.
Acrisure Capital Management first reported a position in Chevron in Q4 2022 and held it in 2 quarters.
Acrisure Capital Management's Chevron position peaked at $354K in Q4 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.