GG
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Golden Green’s Chevron CVX Stock Holding History

Golden Green’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
Q3 		$630K Sell
3,737
-61
-2% -$9.85K 0.65% 44
2023
Q2 		$598K Sell
3,798
-63
-2% -$10.1K 0.65% 43
2023
Q1 		$630K Sell
3,861
-85
-2% -$14.3K 0.74% 37
2022
Q4 		$708K Sell
3,946
-1,064
-21% -$186K 0.73% 41
2022
Q3 		$720K Sell
5,010
-725
-13% -$111K 0.78% 37
2022
Q2 		$830K Buy
5,735
+521
+10% +$86.1K 0.87% 28
2022
Q1 		$849K Sell
5,214
-1,131
-18% -$162K 0.7% 42
2021
Q4 		$745K Buy
6,345
+2,534
+66% +$288K 0.6% 48
2021
Q3 		$387K Sell
3,811
-687
-15% -$68.5K 0.3% 79
2021
Q2 		$471K Sell
4,498
-7
-0.2% -$739 0.36% 77
2021
Q1 		$472K Buy
+4,505
New +$440K 0.41% 86

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
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

Golden Green's CVX Position: Q3 2023 in Review

Golden Green reduced its Chevron (CVX) stake by 1.6% in Q3 2023, selling an estimated $9.85K and leaving 3,737 shares worth $630K. The position accounts for 0.65% of the portfolio, ranked #44.

Golden Green first reported a position in CVX in Q1 2021 and has held it in 11 quarters since. The position peaked at $849K in Q1 2022. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • Golden Green held 3,737 shares of Chevron worth $630K as of Q3 2023.
  • Golden Green sold 61 Chevron shares in Q3 2023, an estimated $9.85K.
  • Chevron made up 0.65% of Golden Green's portfolio in Q3 2023, its #44 holding.
  • Golden Green first reported a position in Chevron in Q1 2021 and has held it in 11 quarters since.
  • Golden Green's Chevron position peaked at $849K in Q1 2022.
  • 3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.