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Coombe, Bender & Co’s Chevron CVX Stock Holding History

Coombe, Bender & Co’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
-1,138
Closed -$170K – 76
2023
Q4 		$170K Buy
+1,138
New +$172K 0.11% 79
2023
Q2 		– Sell
-1,130
Closed -$184K – 77
2023
Q1 		$184K Buy
1,130
+327
+41% +$54.8K 0.14% 72
2022
Q4 		$144K Buy
+803
New +$140K 0.13% 68

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coombe, Bender & Co's CVX Position: Q1 2024 in Review

Coombe, Bender & Co sold out of Chevron (CVX) in Q1 2024, closing a stake of 1,138 shares — an estimated $170K sold.

Coombe, Bender & Co first reported a position in CVX in Q4 2022 and held it in 3 quarters. The position peaked at $184K in Q1 2023. 3,523 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Coombe, Bender & Co reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Coombe, Bender & Co sold 1,138 Chevron shares in Q1 2024, an estimated $170K.
  • Coombe, Bender & Co first reported a position in Chevron in Q4 2022 and held it in 3 quarters.
  • Coombe, Bender & Co's Chevron position peaked at $184K in Q1 2023.
  • 3,523 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Coombe, Bender & Co's 13F filing for Q1 2024, filed 30 Apr 2024.