Clarity Capital Partners’s Chevron CVX Stock Holding History

Clarity Capital 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	-1,350	Closed	-$213K	–	129
2024 Q1	$213K	Sell	1,350 -14	-1%	-$2.11K	0.14%	109
2023 Q4	$203K	Buy	+1,364	New	+$206K	0.14%	111

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Clarity Capital Partners sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,350 shares — an estimated $213K sold.

Clarity Capital Partners first reported a position in CVX in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q1 2024. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Clarity Capital Partners reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
Clarity Capital Partners sold 1,350 Chevron shares in Q2 2024, an estimated $213K.
Clarity Capital Partners first reported a position in Chevron in Q4 2023 and held it in 2 quarters.
Clarity Capital Partners's Chevron position peaked at $213K in Q1 2024.
3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Clarity Capital Partners's 13F filing for Q2 2024, filed 30 Jul 2024.