IAIM
CVX icon

Industrial Alliance Investment Management’s Chevron CVX Stock Holding History

Industrial Alliance Investment 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
-4,370
Closed -$688K – 48
2023
Q2 		$688K Sell
4,370
-111,400
-96% -$17.9M 0.36% 16
2023
Q1 		$18.9M Sell
115,770
-37,265
-24% -$6.25M 0.53% 45
2022
Q4 		$27.5M Buy
153,035
+16,299
+12% +$2.84M 0.76% 29
2022
Q3 		$19.6M Buy
136,736
+19,095
+16% +$2.91M 0.58% 39
2022
Q2 		$17M Sell
117,641
-19,584
-14% -$3.24M 0.49% 53
2022
Q1 		$22.3M Buy
137,225
+18,383
+15% +$2.64M 0.53% 46
2021
Q4 		$13.9M Buy
+118,842
New +$13.5M 0.32% 70

Other funds holding CVX

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Industrial Alliance Investment Management's CVX Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Chevron (CVX) in Q3 2023, closing a stake of 4,370 shares — an estimated $688K sold.

Industrial Alliance Investment Management first reported a position in CVX in Q4 2021 and held it in 7 quarters. The position peaked at $27.5M in Q4 2022. 3,328 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 4,370 Chevron shares in Q3 2023, an estimated $688K.
  • Industrial Alliance Investment Management first reported a position in Chevron in Q4 2021 and held it in 7 quarters.
  • Industrial Alliance Investment Management's Chevron position peaked at $27.5M in Q4 2022.
  • 3,328 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.