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Beck Bode LLC’s Chevron CVX Stock Holding History

Beck Bode LLC’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
-15,986
Closed -$2.61M – 147
2023
Q1 		$2.61M Sell
15,986
-25,911
-62% -$4.34M 0.64% 52
2022
Q4 		$7.52M Buy
41,897
+10,539
+34% +$1.84M 1.69% 17
2022
Q3 		$4.5M Buy
31,358
+12,910
+70% +$1.97M 0.98% 31
2022
Q2 		$2.67M Buy
18,448
+12,464
+208% +$2.06M 0.57% 47
2022
Q1 		$974K Buy
+5,984
New +$858K 0.22% 73

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beck Bode LLC's CVX Position: Q2 2023 in Review

Beck Bode LLC sold out of Chevron (CVX) in Q2 2023, closing a stake of 15,986 shares — an estimated $2.61M sold.

Beck Bode LLC first reported a position in CVX in Q1 2022 and held it in 5 quarters. The position peaked at $7.52M in Q4 2022. 3,279 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Beck Bode LLC reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
  • Beck Bode LLC sold 15,986 Chevron shares in Q2 2023, an estimated $2.61M.
  • Beck Bode LLC first reported a position in Chevron in Q1 2022 and held it in 5 quarters.
  • Beck Bode LLC's Chevron position peaked at $7.52M in Q4 2022.
  • 3,279 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Beck Bode LLC's 13F filing for Q2 2023, filed 10 Aug 2023.