Arthur B. Page’s Chevron CVX Stock Holding History

Arthur B. Page’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 Q1	$2.63M	Buy	16,660 +38	+0.2%	+$5.73K	2.7%	21
2023 Q4	$2.48M	Buy	16,622 +233	+1%	+$35.2K	2.62%	19
2023 Q3	$2.76M	Buy	16,389 +1,517	+10%	+$245K	2.87%	17
2023 Q2	$2.34M	Sell	14,872 -219	-1%	-$35.1K	2.22%	20
2023 Q1	$2.46M	Buy	15,091 +363	+2%	+$60.9K	2.31%	19
2022 Q4	$2.64M	Buy	14,728 +223	+2%	+$38.9K	2.6%	18
2022 Q3	$2.08M	Buy	14,505 +663	+5%	+$101K	2.18%	20
2022 Q2	$2M	Buy	13,842 +127	+0.9%	+$21K	1.9%	22
2022 Q1	$2.23M	Sell	13,715 -70	-0.5%	-$10K	1.74%	24
2021 Q4	$1.62M	Sell	13,785 -57	-0.4%	-$6.47K	1.11%	34
2021 Q3	$1.41M	Sell	13,842 -155	-1%	-$15.5K	1.04%	34
2021 Q2	$1.47M	Buy	13,997 +180	+1%	+$19K	1.05%	34
2021 Q1	$1.45M	Buy	13,817 +65	+0.5%	+$6.35K	1.08%	34
2020 Q4	$1.16M	Sell	13,752 -4,110	-23%	-$333K	0.88%	37
2020 Q3	$1.29M	Sell	17,862 -1,357	-7%	-$114K	1.07%	35
2020 Q2	$1.72M	Sell	19,219 -2,645	-12%	-$237K	1.52%	28
2020 Q1	$1.58M	Buy	21,864 +2,021	+10%	+$200K	1.57%	28
2019 Q4	$2.39M	Buy	19,843 +5,644	+40%	+$665K	1.93%	25
2019 Q3	$1.68M	Buy	14,199 +3,291	+30%	+$400K	1.41%	29
2019 Q2	$1.36M	Buy	10,908 +823	+8%	+$99.5K	1.11%	33
2019 Q1	$1.24M	Buy	10,085 +2,645	+36%	+$313K	1.04%	32
2018 Q4	$809K	Sell	7,440 -530	-7%	-$61.4K	0.78%	38
2018 Q3	$975K	Buy	7,970 +4,360	+121%	+$529K	0.82%	37
2018 Q2	$456K	Buy	+3,610	New	+$448K	0.42%	48
2017 Q4	–	Sell	-2,000	Closed	-$235K	–	59
2017 Q3	$235K	Hold	2,000	–	–	0.21%	59
2017 Q2	$209K	Sell	2,000 -1,200	-38%	-$127K	0.18%	63
2017 Q1	$344K	Buy	+3,200	New	+$359K	0.31%	56
2016 Q3	–	Sell	-4,335	Closed	-$454K	–	66
2016 Q2	$454K	Sell	4,335 -695	-14%	-$69.9K	0.46%	47
2016 Q1	$480K	Sell	5,030 -270	-5%	-$23.6K	0.49%	44
2015 Q4	$476K	Sell	5,300 -13,530	-72%	-$1.22M	0.49%	45
2015 Q3	$1.49M	Sell	18,830 -1,200	-6%	-$101K	1.58%	25
2015 Q2	$1.93M	Sell	20,030 -965	-5%	-$101K	1.81%	23
2015 Q1	$2.2M	Buy	20,995 +5	+0%	+$534	2.1%	20
2014 Q4	$2.35M	Buy	20,990 +60	+0.3%	+$6.82K	2.24%	17
2014 Q3	$2.5M	Buy	20,930 +370	+2%	+$47.2K	2.46%	16
2014 Q2	$2.68M	Buy	20,560 +45	+0.2%	+$5.6K	2.51%	11
2014 Q1	$2.44M	Buy	20,515 +1,595	+8%	+$185K	2.35%	14
2013 Q4	$2.36M	Buy	+18,920	New	+$2.29M	2.39%	14

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Arthur B. Page's CVX Position: Q1 2024 in Review

Arthur B. Page increased its Chevron (CVX) stake by 0.23% in Q1 2024, buying an estimated $5.73K and bringing the position to 16,660 shares worth $2.63M. The position accounts for 2.7% of the portfolio, ranked #21.

Arthur B. Page first reported a position in CVX in Q4 2013 and has held it in 38 quarters since. The position peaked at $2.76M in Q3 2023. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

Arthur B. Page held 16,660 shares of Chevron worth $2.63M as of Q1 2024.
Arthur B. Page bought 38 Chevron shares in Q1 2024, an estimated $5.73K.
Chevron made up 2.7% of Arthur B. Page's portfolio in Q1 2024, its #21 holding.
Arthur B. Page first reported a position in Chevron in Q4 2013 and has held it in 38 quarters since.
Arthur B. Page's Chevron position peaked at $2.76M in Q3 2023.
3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Arthur B. Page's 13F filing for Q1 2024, filed 29 Apr 2024.