Avenir Corporation’s Chevron CVX Stock Holding History

Avenir Corporation’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	-2,695	Closed	-$422K	–	67
2024 Q2	$422K	Hold	2,695	–	–	0.04%	53
2024 Q1	$425K	Hold	2,695	–	–	0.04%	51
2023 Q4	$402K	Buy	+2,695	New	+$408K	0.03%	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

Avenir Corporation's CVX Position: Q3 2024 in Review

Avenir Corporation sold out of Chevron (CVX) in Q3 2024, closing a stake of 2,695 shares — an estimated $422K sold.

Avenir Corporation first reported a position in CVX in Q4 2023 and held it in 3 quarters. The position peaked at $425K in Q1 2024. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Avenir Corporation reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Avenir Corporation sold 2,695 Chevron shares in Q3 2024, an estimated $422K.
Avenir Corporation first reported a position in Chevron in Q4 2023 and held it in 3 quarters.
Avenir Corporation's Chevron position peaked at $425K in Q1 2024.
3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Avenir Corporation's 13F filing for Q3 2024, filed 14 Nov 2024.