HVM
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Harvest Volatility Management’s Chevron CVX Stock Holding History

Harvest Volatility 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
Q3 		– Sell
-6,106
Closed -$961K – 42
2023
Q2 		$961K Buy
6,106
+78
+1% +$12.5K 0.19% 97
2023
Q1 		$979K Sell
6,028
-421
-7% -$70.6K 0.2% 100
2022
Q4 		$1.16M Sell
6,449
-1,337
-17% -$233K 0.23% 93
2022
Q3 		$1.13M Sell
7,786
-633
-8% -$96.5K 0.19% 97
2022
Q2 		$1.22M Buy
8,419
+914
+12% +$151K 0.2% 99
2022
Q1 		$1.22M Buy
7,505
+4,332
+137% +$621K 0.14% 108
2021
Q4 		$372 Buy
+3,173
New +$360K ﹤0.01% 134

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return