Evelyn V. Moreno’s Chevron CVX Stock Holding History

Evelyn V. Moreno’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 Q4	$1.52M	Sell	10,189 -20,499	-67%	-$3.1M	0.72%	47
2023 Q3	$5.17M	Sell	30,688 -6,994	-19%	-$1.13M	1.13%	36
2023 Q2	$5.93M	Sell	37,682 -2,068	-5%	-$332K	1.27%	31
2023 Q1	$6.49M	Buy	39,750 +1,250	+3%	+$210K	1.47%	25
2022 Q4	$6.91M	Buy	38,500 +17,951	+87%	+$3.13M	1.6%	19
2022 Q3	$2.95M	Buy	20,549 +16,899	+463%	+$2.58M	1.33%	20
2022 Q2	$528K	Buy	+3,650	New	+$603K	0.12%	86
2017 Q4	–	Sell	-1,975	Closed	-$232K	–	66
2017 Q3	$232K	Hold	1,975	–	–	0.07%	66
2017 Q2	$206K	Hold	1,975	–	–	0.06%	68
2017 Q1	$212K	Hold	1,975	–	–	0.06%	69
2016 Q4	$233K	Buy	+1,975	New	+$215K	0.08%	67

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Evelyn V. Moreno's CVX Position: Q4 2023 in Review

Evelyn V. Moreno reduced its Chevron (CVX) stake by 67% in Q4 2023, selling an estimated $3.1M and leaving 10,189 shares worth $1.52M. The position accounts for 0.72% of the portfolio, ranked #47.

Evelyn V. Moreno first reported a position in CVX in Q4 2016 and has held it in 11 quarters since. The position peaked at $6.91M in Q4 2022. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Evelyn V. Moreno held 10,189 shares of Chevron worth $1.52M as of Q4 2023.
Evelyn V. Moreno sold 20,499 Chevron shares in Q4 2023, an estimated $3.1M.
Chevron made up 0.72% of Evelyn V. Moreno's portfolio in Q4 2023, its #47 holding.
Evelyn V. Moreno first reported a position in Chevron in Q4 2016 and has held it in 11 quarters since.
Evelyn V. Moreno's Chevron position peaked at $6.91M in Q4 2022.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.