Cornerstone Management’s Chevron CVX Stock Holding History

Cornerstone Management’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
2023 Q2	–	Sell	-344	Closed	-$56.1K	–	94
2023 Q1	$56.1K	Hold	344	–	–	0.01%	80
2022 Q4	$61.7K	Hold	344	–	–	0.02%	80
2022 Q3	$49.4K	Hold	344	–	–	0.01%	85
2022 Q2	$49.8K	Hold	344	–	–	0.01%	92
2022 Q1	$56K	Hold	344	–	–	0.01%	93
2021 Q4	$40.4K	Buy	+344	New	+$39.1K	0.01%	103

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Cornerstone Management's CVX Position: Q2 2023 in Review

Cornerstone Management sold out of Chevron (CVX) in Q2 2023, closing a stake of 344 shares — an estimated $56.1K sold.

Cornerstone Management first reported a position in CVX in Q4 2021 and held it in 6 quarters. The position peaked at $61.7K in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

Cornerstone Management reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
Cornerstone Management sold 344 Chevron shares in Q2 2023, an estimated $56.1K.
Cornerstone Management first reported a position in Chevron in Q4 2021 and held it in 6 quarters.
Cornerstone Management's Chevron position peaked at $61.7K in Q4 2022.
3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.