DMKJ
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David M. Knott Jr’s Chevron CVX Stock Holding History

David M. Knott Jr’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
-96
Closed -$14K – 111
2023
Q4 		$14K Hold
96
– – 0.01% 102
2023
Q3 		$16K Hold
96
– – 0.01% 114
2023
Q2 		$15K Hold
96
– – 0.01% 121
2023
Q1 		$16K Hold
96
– – 0.01% 117
2022
Q4 		$17K Hold
96
– – 0.01% 132
2022
Q3 		$14K Hold
96
– – 0.01% 152
2022
Q2 		$14K Buy
+96
New +$15.9K 0.01% 157

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

David M. Knott Jr's CVX Position: Q1 2024 in Review

David M. Knott Jr sold out of Chevron (CVX) in Q1 2024, closing a stake of 96 shares — an estimated $14K sold.

David M. Knott Jr first reported a position in CVX in Q2 2022 and held it in 7 quarters. The position peaked at $17K in Q4 2022. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • David M. Knott Jr reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • David M. Knott Jr sold 96 Chevron shares in Q1 2024, an estimated $14K.
  • David M. Knott Jr first reported a position in Chevron in Q2 2022 and held it in 7 quarters.
  • David M. Knott Jr's Chevron position peaked at $17K in Q4 2022.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on David M. Knott Jr's 13F filing for Q1 2024, filed 14 May 2024.