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Clear Rock Advisors’s Chevron CVX Stock Holding History

Clear Rock 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
Q2 		$758K Hold
4,844
– – 0.32% 48
2024
Q1 		$764K Buy
4,844
+9
+0.2% +$1.36K 0.33% 47
2023
Q4 		$730K Buy
+4,835
New +$731K 0.33% 46

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

Clear Rock Advisors's CVX Position: Q2 2024 in Review

Clear Rock Advisors held its Chevron (CVX) position steady in Q2 2024 at 4,844 shares worth $758K. The position accounts for 0.32% of the portfolio, ranked #48.

Clear Rock Advisors first reported a position in CVX in Q4 2023 and has held it in 3 quarters since. The position peaked at $764K in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Clear Rock Advisors held 4,844 shares of Chevron worth $758K as of Q2 2024.
  • Clear Rock Advisors left its Chevron share count unchanged in Q2 2024.
  • Chevron made up 0.32% of Clear Rock Advisors's portfolio in Q2 2024, its #48 holding.
  • Clear Rock Advisors first reported a position in Chevron in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Chevron position peaked at $764K in Q1 2024.
  • 3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.