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Hyperion Partners’s Chevron CVX Stock Holding History

Hyperion Partners’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 		$549K Sell
3,731
-25
-0.7% -$3.72K 0.35% 29
2024
Q2 		$587K Buy
3,756
+17
+0.5% +$2.71K 0.42% 27
2024
Q1 		$590K Buy
3,739
+6
+0.2% +$905 0.43% 28
2023
Q4 		$557K Buy
3,733
+17
+0.5% +$2.57K 0.44% 30
2023
Q3 		$627K Buy
3,716
+209
+6% +$33.8K 0.54% 21
2023
Q2 		$552K Buy
3,507
+5
+0.1% +$802 0.47% 25
2023
Q1 		$571K Buy
3,502
+449
+15% +$75.3K 0.51% 25
2022
Q4 		$548K Buy
+3,053
New +$533K 0.52% 27

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hyperion Partners's CVX Position: Q3 2024 in Review

Hyperion Partners reduced its Chevron (CVX) stake by 0.67% in Q3 2024, selling an estimated $3.72K and leaving 3,731 shares worth $549K. The position accounts for 0.35% of the portfolio, ranked #29.

Hyperion Partners first reported a position in CVX in Q4 2022 and has held it in 8 quarters since. The position peaked at $627K in Q3 2023. 3,482 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Hyperion Partners held 3,731 shares of Chevron worth $549K as of Q3 2024.
  • Hyperion Partners sold 25 Chevron shares in Q3 2024, an estimated $3.72K.
  • Chevron made up 0.35% of Hyperion Partners's portfolio in Q3 2024, its #29 holding.
  • Hyperion Partners first reported a position in Chevron in Q4 2022 and has held it in 8 quarters since.
  • Hyperion Partners's Chevron position peaked at $627K in Q3 2023.
  • 3,482 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.