Granite FO LLC’s Chevron CVX Stock Holding History

Granite FO LLC’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 Q2	–	Sell	-400	Closed	-$58.4K	–	92
2024 Q1	$58.4K	Sell	400 -500	-56%	-$75.5K	0.03%	92
2023 Q4	$134K	Hold	900	–	–	0.09%	65
2023 Q3	$152K	Hold	900	–	–	0.11%	56
2023 Q2	$142K	Sell	900 -1,700	-65%	-$273K	0.1%	62
2023 Q1	$438K	Buy	+2,600	New	+$436K	0.27%	45

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Granite FO LLC's CVX Position: Q2 2024 in Review

Granite FO LLC sold out of Chevron (CVX) in Q2 2024, closing a stake of 400 shares — an estimated $58.4K sold.

Granite FO LLC first reported a position in CVX in Q1 2023 and held it in 5 quarters. The position peaked at $438K in Q1 2023. 3,497 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Granite FO LLC reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
Granite FO LLC sold 400 Chevron shares in Q2 2024, an estimated $58.4K.
Granite FO LLC first reported a position in Chevron in Q1 2023 and held it in 5 quarters.
Granite FO LLC's Chevron position peaked at $438K in Q1 2023.
3,497 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Granite FO LLC's 13F filing for Q2 2024, filed 16 Aug 2024.