Axiom Investors’s Chevron CVX Stock Holding History

Axiom Investors’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	-1,880	Closed	-$307K	–	131
2023 Q1	$307K	Sell	1,880 -2,660	-59%	-$446K	0.01%	130
2022 Q4	$815K	Buy	4,540 +1,280	+39%	+$223K	0.02%	117
2022 Q3	$468K	Buy	+3,260	New	+$497K	0.01%	117
2014 Q1	–	Sell	-167,790	Closed	-$21M	–	153
2013 Q4	$21M	Buy	167,790 +15,130	+10%	+$1.83M	0.56%	69
2013 Q3	$18.5M	Sell	152,660 -229,020	-60%	-$28.1M	0.59%	63
2013 Q2	$45.2M	Buy	+381,680	New	+$46.1M	1.64%	21

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

Axiom Investors's CVX Position: Q2 2023 in Review

Axiom Investors sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,880 shares — an estimated $307K sold.

Axiom Investors first reported a position in CVX in Q2 2013 and held it in 6 quarters. The position peaked at $45.2M in Q2 2013. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Axiom Investors reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
Axiom Investors sold 1,880 Chevron shares in Q2 2023, an estimated $307K.
Axiom Investors first reported a position in Chevron in Q2 2013 and held it in 6 quarters.
Axiom Investors's Chevron position peaked at $45.2M in Q2 2013.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Axiom Investors's 13F filing for Q2 2023, filed 10 Aug 2023.