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DCM Advisors’s Chevron CVX Stock Holding History

DCM 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
Q1 		– Sell
-3,000
Closed -$447K – 88
2023
Q4 		$447K Buy
+3,000
New +$454K 0.16% 80
2022
Q4 		– Sell
-8,131
Closed -$1.17M – 102
2022
Q3 		$1.17M Sell
8,131
-1,388
-15% -$212K 0.59% 42
2022
Q2 		$1.38M Buy
9,519
+530
+6% +$87.6K 0.6% 47
2022
Q1 		$1.46M Buy
8,989
+6,317
+236% +$906K 0.52% 51
2021
Q4 		$314K Buy
+2,672
New +$304K 0.09% 174
2021
Q3 		– Sell
-13,211
Closed -$1.38M – 297
2021
Q2 		$1.38M Buy
13,211
+717
+6% +$75.7K 0.79% 33
2021
Q1 		$1.31M Sell
12,494
-17,315
-58% -$1.69M 0.76% 35
2020
Q4 		$2.52M Buy
+29,809
New +$2.41M 1.47% 8

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

DCM Advisors's CVX Position: Q1 2024 in Review

DCM Advisors sold out of Chevron (CVX) in Q1 2024, closing a stake of 3,000 shares — an estimated $447K sold.

DCM Advisors first reported a position in CVX in Q4 2020 and held it in 8 quarters. The position peaked at $2.52M in Q4 2020. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • DCM Advisors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • DCM Advisors sold 3,000 Chevron shares in Q1 2024, an estimated $447K.
  • DCM Advisors first reported a position in Chevron in Q4 2020 and held it in 8 quarters.
  • DCM Advisors's Chevron position peaked at $2.52M in Q4 2020.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on DCM Advisors's 13F filing for Q1 2024, filed 16 May 2024.