Bill Gates’s Chevron CVX Stock Holding History

Bill Gates’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 Q4	–	Sell	-21,500	Closed	-$3.63M	–	37
2023 Q3	$3.63M	Buy	+21,500	New	+$3.47M	0.01%	39

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bill Gates's CVX Position: Q4 2023 in Review

Bill Gates sold out of Chevron (CVX) in Q4 2023, closing a stake of 21,500 shares — an estimated $3.63M sold.

Bill Gates first reported a position in CVX in Q3 2023 and held it in 1 quarter. The position peaked at $3.63M in Q3 2023. 3,471 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Bill Gates reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 21,500 Chevron shares in Q4 2023, an estimated $3.63M.
Bill Gates first reported a position in Chevron in Q3 2023 and held it in 1 quarter.
Bill Gates's Chevron position peaked at $3.63M in Q3 2023.
3,471 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.