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Insight Folios’s Chevron CVX Stock Holding History

Insight Folios’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 		$6.96M Buy
47,287
+3,226
+7% +$480K 2.49% 20
2024
Q2 		$6.89M Buy
44,061
+667
+2% +$106K 2.83% 12
2024
Q1 		$6.84M Buy
43,394
+347
+0.8% +$52.4K 2.77% 9
2023
Q4 		$6.42M Buy
43,047
+2,655
+7% +$402K 2.78% 15
2023
Q3 		$6.81M Sell
40,392
-5,191
-11% -$838K 3.33% 7
2023
Q2 		$7.17M Buy
45,583
+1,729
+4% +$277K 3.01% 8
2023
Q1 		$7.16M Buy
43,854
+489
+1% +$82K 3.17% 8
2022
Q4 		$7.78M Sell
43,365
-10,229
-19% -$1.79M 3.52% 4
2022
Q3 		$7.7M Buy
53,594
+607
+1% +$92.6K 3.92% 3
2022
Q2 		$7.68M Buy
52,987
+1,377
+3% +$228K 3.65% 3
2022
Q1 		$8.4M Buy
51,610
+88
+0.2% +$12.6K 3.74% 3
2021
Q4 		$6.05M Buy
51,522
+590
+1% +$67K 2.83% 5
2021
Q3 		$5.17M Buy
50,932
+8,384
+20% +$836K 2.84% 10
2021
Q2 		$4.46M Buy
42,548
+2,698
+7% +$285K 2.62% 19
2021
Q1 		$4.18M Buy
39,850
+1,208
+3% +$118K 2.86% 17
2020
Q4 		$3.26M Buy
38,642
+3,800
+11% +$308K 2.42% 30
2020
Q3 		$2.51M Buy
34,842
+2,280
+7% +$192K 2.32% 27
2020
Q2 		$2.9M Buy
32,562
+1,405
+5% +$126K 2.79% 27
2020
Q1 		$2.26M Buy
31,157
+5,530
+22% +$546K 2.58% 22
2019
Q4 		$3.09M Buy
+25,627
New +$3.02M 2.74% 27

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Insight Folios's CVX Position: Q3 2024 in Review

Insight Folios increased its Chevron (CVX) stake by 7.3% in Q3 2024, buying an estimated $480K and bringing the position to 47,287 shares worth $6.96M. The position accounts for 2.49% of the portfolio, ranked #20.

Insight Folios first reported a position in CVX in Q4 2019 and has held it in 20 quarters since. The position peaked at $8.4M in Q1 2022. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Insight Folios held 47,287 shares of Chevron worth $6.96M as of Q3 2024.
  • Insight Folios bought 3,226 Chevron shares in Q3 2024, an estimated $480K.
  • Chevron made up 2.49% of Insight Folios's portfolio in Q3 2024, its #20 holding.
  • Insight Folios first reported a position in Chevron in Q4 2019 and has held it in 20 quarters since.
  • Insight Folios's Chevron position peaked at $8.4M in Q1 2022.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.