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Capital Insight Partners’s Chevron CVX Stock Holding History

Capital Insight Partners’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
-2,025
Closed -$319K – 160
2024
Q1 		$319K Sell
2,025
-37
-2% -$5.58K 0.06% 143
2023
Q4 		$308K Sell
2,062
-73
-3% -$11K 0.06% 143
2023
Q3 		$360K Sell
2,135
-426
-17% -$68.8K 0.08% 126
2023
Q2 		$403K Sell
2,561
-705
-22% -$113K 0.09% 122
2023
Q1 		$533K Buy
3,266
+316
+11% +$53K 0.13% 119
2022
Q4 		$529K Buy
2,950
+431
+17% +$75.2K 0.14% 110
2022
Q3 		$362K Buy
2,519
+495
+24% +$75.5K 0.1% 122
2022
Q2 		$293K Sell
2,024
-255
-11% -$42.2K 0.07% 141
2022
Q1 		$371K Buy
+2,279
New +$327K 0.08% 141
2020
Q4 		– Sell
-4,783
Closed -$344K – 144
2020
Q3 		$344K Sell
4,783
-78
-2% -$6.56K 0.1% 131
2020
Q2 		$434K Buy
4,861
+1,333
+38% +$119K 0.14% 124
2020
Q1 		$256K Hold
3,528
– – 0.14% 83
2019
Q4 		$425K Sell
3,528
-15
-0.4% -$1.77K 0.2% 80
2019
Q3 		$420K Buy
+3,543
New +$430K 0.37% 69
2019
Q1 		– Sell
-2,015
Closed -$219K – 77
2018
Q4 		$219K Buy
+2,015
New +$233K 0.23% 74
2018
Q3 		– Sell
-1,690
Closed -$214K – 78
2018
Q2 		$214K Sell
1,690
-3,954
-70% -$491K 0.18% 69
2018
Q1 		$644K Sell
5,644
-43
-0.8% -$5.14K 0.52% 59
2017
Q4 		$712K Sell
5,687
-28
-0.5% -$3.32K 0.56% 61
2017
Q3 		$672K Buy
5,715
+991
+21% +$108K 0.57% 60
2017
Q2 		$493K Sell
4,724
-1,859
-28% -$197K 0.44% 59
2017
Q1 		$707K Hold
6,583
– – 0.64% 55
2016
Q4 		$775K Hold
6,583
– – 0.77% 53
2016
Q3 		$678K Buy
+6,583
New +$672K 0.65% 51

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

Capital Insight Partners's CVX Position: Q2 2024 in Review

Capital Insight Partners sold out of Chevron (CVX) in Q2 2024, closing a stake of 2,025 shares — an estimated $319K sold.

Capital Insight Partners first reported a position in CVX in Q3 2016 and held it in 23 quarters. The position peaked at $775K in Q4 2016. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Capital Insight Partners reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Capital Insight Partners sold 2,025 Chevron shares in Q2 2024, an estimated $319K.
  • Capital Insight Partners first reported a position in Chevron in Q3 2016 and held it in 23 quarters.
  • Capital Insight Partners's Chevron position peaked at $775K in Q4 2016.
  • 3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Capital Insight Partners's 13F filing for Q2 2024, filed 24 Jul 2024.