Fort LP’s Chevron CVX Stock Holding History

Fort LP’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	-1,769	Closed	-$277K	–	145
2024 Q2	$277K	Sell	1,769 -50	-3%	-$7.97K	0.71%	53
2024 Q1	$287K	Sell	1,819 -149	-8%	-$22.5K	0.72%	39
2023 Q4	$294K	Sell	1,968 -54	-3%	-$8.17K	0.73%	37
2023 Q3	$341K	Buy	2,022 +168	+9%	+$27.1K	0.94%	10
2023 Q2	$292K	Buy	1,854 +559	+43%	+$89.6K	0.77%	45
2023 Q1	$211K	Buy	+1,295	New	+$217K	0.55%	126
2018 Q4	–	Sell	-969	Closed	-$118K	–	446
2018 Q3	$118K	Buy	+969	New	+$118K	0.03%	277

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

Fort LP's CVX Position: Q3 2024 in Review

Fort LP sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,769 shares — an estimated $277K sold.

Fort LP first reported a position in CVX in Q3 2018 and held it in 7 quarters. The position peaked at $341K in Q3 2023. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Fort LP reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Fort LP sold 1,769 Chevron shares in Q3 2024, an estimated $277K.
Fort LP first reported a position in Chevron in Q3 2018 and held it in 7 quarters.
Fort LP's Chevron position peaked at $341K in Q3 2023.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Fort LP's 13F filing for Q3 2024, filed 29 Oct 2024.