EPIQ Capital Group’s Chevron CVX Stock Holding History

EPIQ Capital Group’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	-1,478	Closed	-$231K	–	74
2024 Q2	$231K	Buy	1,478 +15	+1%	+$2.39K	0.08%	55
2024 Q1	$231K	Buy	1,463 +15	+1%	+$2.26K	0.09%	53
2023 Q4	$216K	Buy	+1,448	New	+$219K	0.1%	51

Other funds holding CVX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EPIQ Capital Group's CVX Position: Q3 2024 in Review

EPIQ Capital Group sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,478 shares — an estimated $231K sold.

EPIQ Capital Group first reported a position in CVX in Q4 2023 and held it in 3 quarters. The position peaked at $231K in Q2 2024. 3,482 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

EPIQ Capital Group reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
EPIQ Capital Group sold 1,478 Chevron shares in Q3 2024, an estimated $231K.
EPIQ Capital Group first reported a position in Chevron in Q4 2023 and held it in 3 quarters.
EPIQ Capital Group's Chevron position peaked at $231K in Q2 2024.
3,482 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on EPIQ Capital Group's 13F filing for Q3 2024, filed 14 Nov 2024.