Defender Capital’s Chevron CVX Stock Holding History

Defender Capital’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 Q3	–	Sell	-10,514	Closed	-$1.64M	–	36
2024 Q2	$1.64M	Buy	10,514 +6,514	+163%	+$1.04M	0.56%	16
2024 Q1	$631K	Buy	+4,000	New	+$604K	0.21%	19
2023 Q4	–	Sell	-2,005	Closed	-$338K	–	39
2023 Q3	$338K	Sell	2,005 -4,000	-67%	-$646K	0.12%	28
2023 Q2	$944K	Sell	6,005 -995	-14%	-$160K	0.32%	18
2023 Q1	$1.14M	Buy	+7,000	New	+$1.17M	0.4%	16

Other funds holding CVX

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Defender Capital's CVX Position: Q3 2024 in Review

Defender Capital sold out of Chevron (CVX) in Q3 2024, closing a stake of 10,514 shares — an estimated $1.64M sold.

Defender Capital first reported a position in CVX in Q1 2023 and held it in 5 quarters. The position peaked at $1.64M in Q2 2024. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Defender Capital reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Defender Capital sold 10,514 Chevron shares in Q3 2024, an estimated $1.64M.
Defender Capital first reported a position in Chevron in Q1 2023 and held it in 5 quarters.
Defender Capital's Chevron position peaked at $1.64M in Q2 2024.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Defender Capital's 13F filing for Q3 2024, filed 21 Oct 2024.