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Geneva Partners’s Chevron CVX Stock Holding History

Geneva Partners’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
-7,258
Closed -$1.08M – 73
2023
Q4 		$1.08M Sell
7,258
-7,782
-52% -$1.18M 0.6% 40
2023
Q3 		$2.54M Sell
15,040
-177
-1% -$28.6K 1.68% 24
2023
Q2 		$2.39M Sell
15,217
-6,342
-29% -$1.02M 1.56% 25
2023
Q1 		$3.52M Sell
21,559
-5,889
-21% -$987K 3.01% 12
2022
Q4 		$4.93M Sell
27,448
-3,647
-12% -$636K 4.65% 6
2022
Q3 		$4.47M Sell
31,095
-6,990
-18% -$1.07M 5.11% 4
2022
Q2 		$5.51M Sell
38,085
-4,677
-11% -$773K 5.42% 2
2022
Q1 		$6.96M Buy
42,762
+38,797
+978% +$5.56M 4.3% 3
2021
Q4 		$465K Buy
+3,965
New +$450K 0.22% 70
2021
Q3 		– Sell
-2,167
Closed -$227K – 93
2021
Q2 		$227K Buy
+2,167
New +$229K 0.1% 90

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

Geneva Partners's CVX Position: Q1 2024 in Review

Geneva Partners sold out of Chevron (CVX) in Q1 2024, closing a stake of 7,258 shares — an estimated $1.08M sold.

Geneva Partners first reported a position in CVX in Q2 2021 and held it in 10 quarters. The position peaked at $6.96M in Q1 2022. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Geneva Partners reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Geneva Partners sold 7,258 Chevron shares in Q1 2024, an estimated $1.08M.
  • Geneva Partners first reported a position in Chevron in Q2 2021 and held it in 10 quarters.
  • Geneva Partners's Chevron position peaked at $6.96M in Q1 2022.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Geneva Partners's 13F filing for Q1 2024, filed 30 Apr 2024.