GEM
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Global Endowment Management’s Chevron CVX Stock Holding History

Global Endowment Management’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
Q1 		– Sell
-33,660
Closed -$6.04M – 106
2022
Q4 		$6.04M Hold
33,660
– – 0.67% 21
2022
Q3 		$4.84M Hold
33,660
– – 0.49% 31
2022
Q2 		$4.87M Buy
+33,660
New +$5.56M 0.43% 40

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Global Endowment Management's CVX Position: Q1 2023 in Review

Global Endowment Management sold out of Chevron (CVX) in Q1 2023, closing a stake of 33,660 shares — an estimated $6.04M sold.

Global Endowment Management first reported a position in CVX in Q2 2022 and held it in 3 quarters. The position peaked at $6.04M in Q4 2022. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Global Endowment Management reported no remaining Chevron position as of Q1 2023 after selling out during the quarter.
  • Global Endowment Management sold 33,660 Chevron shares in Q1 2023, an estimated $6.04M.
  • Global Endowment Management first reported a position in Chevron in Q2 2022 and held it in 3 quarters.
  • Global Endowment Management's Chevron position peaked at $6.04M in Q4 2022.
  • 3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Global Endowment Management's 13F filing for Q1 2023, filed 12 May 2023.