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Biechele Royce Advisors’s Chevron CVX Stock Holding History

Biechele Royce Advisors’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 		– Sell
-4,390
Closed -$655K – 62
2023
Q4 		$655K Sell
4,390
-89
-2% -$13.5K 0.21% 39
2023
Q3 		$755K Buy
4,479
+166
+4% +$26.8K 0.28% 36
2023
Q2 		$679K Buy
4,313
+45
+1% +$7.21K 0.24% 38
2023
Q1 		$696K Sell
4,268
-100
-2% -$16.8K 0.26% 39
2022
Q4 		$784K Buy
4,368
+100
+2% +$17.5K 0.32% 35
2022
Q3 		$613K Sell
4,268
-65
-2% -$9.91K 0.29% 38
2022
Q2 		$627K Hold
4,333
– – 0.28% 37
2022
Q1 		$705K Hold
4,333
– – 0.28% 36
2021
Q4 		$508K Sell
4,333
-14
-0.3% -$1.59K 0.2% 40
2021
Q3 		$441K Sell
4,347
-451
-9% -$45K 0.2% 41
2021
Q2 		$503K Buy
4,798
+65
+1% +$6.86K 0.22% 40
2021
Q1 		$496K Hold
4,733
– – 0.25% 37
2020
Q4 		$400K Buy
4,733
+465
+11% +$37.6K 0.23% 36
2020
Q3 		$307K Hold
4,268
– – 0.19% 38
2020
Q2 		$381K Sell
4,268
-185
-4% -$16.6K 0.24% 36
2020
Q1 		$323K Hold
4,453
– – 0.25% 36
2019
Q4 		$537K Sell
4,453
-33
-0.7% -$3.89K 0.32% 31
2019
Q3 		$532K Sell
4,486
-18,493
-80% -$2.25M 0.35% 31
2019
Q2 		$2.86M Hold
22,979
– – 1.89% 21
2019
Q1 		$2.83M Sell
22,979
-290
-1% -$34.3K 1.83% 22
2018
Q4 		$2.53M Sell
23,269
-307
-1% -$35.6K 1.82% 23
2018
Q3 		$2.88M Sell
23,576
-135
-0.6% -$16.4K 1.8% 23
2018
Q2 		$3M Buy
23,711
+232
+1% +$28.8K 2.01% 22
2018
Q1 		$2.68M Buy
23,479
+13
+0.1% +$1.55K 1.87% 23
2017
Q4 		$2.94M Buy
+23,466
New +$2.78M 2% 19

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Biechele Royce Advisors's CVX Position: Q1 2024 in Review

Biechele Royce Advisors sold out of Chevron (CVX) in Q1 2024, closing a stake of 4,390 shares — an estimated $655K sold.

Biechele Royce Advisors first reported a position in CVX in Q4 2017 and held it in 25 quarters. The position peaked at $3M in Q2 2018. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Biechele Royce Advisors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Biechele Royce Advisors sold 4,390 Chevron shares in Q1 2024, an estimated $655K.
  • Biechele Royce Advisors first reported a position in Chevron in Q4 2017 and held it in 25 quarters.
  • Biechele Royce Advisors's Chevron position peaked at $3M in Q2 2018.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Biechele Royce Advisors's 13F filing for Q1 2024, filed 6 May 2024.