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Claar Advisors’s Chevron CVX Stock Holding History

Claar 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
-5,100
Closed -$761K – 27
2023
Q4 		$761K Hold
5,100
– – 0.27% 28
2023
Q3 		$860K Buy
5,100
+150
+3% +$24.2K 0.34% 30
2023
Q2 		$779K Buy
4,950
+150
+3% +$24K 0.29% 29
2023
Q1 		$783K Buy
4,800
+150
+3% +$25.1K 0.32% 28
2022
Q4 		$835K Buy
4,650
+1,050
+29% +$183K 0.37% 27
2022
Q3 		$517K Buy
3,600
+1,575
+78% +$240K 0.22% 31
2022
Q2 		$293K Buy
+2,025
New +$335K 0.11% 37

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

Claar Advisors's CVX Position: Q1 2024 in Review

Claar Advisors sold out of Chevron (CVX) in Q1 2024, closing a stake of 5,100 shares — an estimated $761K sold.

Claar Advisors first reported a position in CVX in Q2 2022 and held it in 7 quarters. The position peaked at $860K in Q3 2023. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Claar Advisors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Claar Advisors sold 5,100 Chevron shares in Q1 2024, an estimated $761K.
  • Claar Advisors first reported a position in Chevron in Q2 2022 and held it in 7 quarters.
  • Claar Advisors's Chevron position peaked at $860K in Q3 2023.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Claar Advisors's 13F filing for Q1 2024, filed 15 May 2024.