Ground Swell Capital’s Chevron CVX Stock Holding History

Ground Swell Capital’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	-1,280	Closed	-$200K	–	189
2024 Q2	$200K	Buy	+1,280	New	+$204K	0.16%	81
2014 Q3	$286K	Buy	2,400 +262	+12%	+$33.4K	0.54%	22
2014 Q2	$279K	Buy	+2,138	New	+$266K	0.54%	15

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

Ground Swell Capital's CVX Position: Q3 2024 in Review

Ground Swell Capital sold out of Chevron (CVX) in Q3 2024, closing a stake of 1,280 shares — an estimated $200K sold.

Ground Swell Capital first reported a position in CVX in Q2 2014 and held it in 3 quarters. The position peaked at $286K in Q3 2014. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Ground Swell Capital reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
Ground Swell Capital sold 1,280 Chevron shares in Q3 2024, an estimated $200K.
Ground Swell Capital first reported a position in Chevron in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Chevron position peaked at $286K in Q3 2014.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.