BBP
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Banco BTG Pactual’s Chevron CVX Stock Holding History

Banco BTG Pactual’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
Q2 		– Sell
-3,574
Closed -$564K – 180
2024
Q1 		$564K Buy
3,574
+715
+25% +$108K 0.1% 121
2023
Q4 		$428K Buy
2,859
+317
+12% +$47.9K 0.05% 94
2023
Q3 		$429K Buy
+2,542
New +$411K 0.1% 77
2019
Q4 		– Sell
-10,009
Closed -$1.19M – 70
2019
Q3 		$1.19M Buy
+10,009
New +$1.22M 0.46% 31

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Banco BTG Pactual's CVX Position: Q2 2024 in Review

Banco BTG Pactual sold out of Chevron (CVX) in Q2 2024, closing a stake of 3,574 shares — an estimated $564K sold.

Banco BTG Pactual first reported a position in CVX in Q3 2019 and held it in 4 quarters. The position peaked at $1.19M in Q3 2019. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Banco BTG Pactual reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Banco BTG Pactual sold 3,574 Chevron shares in Q2 2024, an estimated $564K.
  • Banco BTG Pactual first reported a position in Chevron in Q3 2019 and held it in 4 quarters.
  • Banco BTG Pactual's Chevron position peaked at $1.19M in Q3 2019.
  • 3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Banco BTG Pactual's 13F filing for Q2 2024, filed 14 Aug 2024.