Itau Unibanco Holding S.A.’s Chevron CVX Stock Holding History

Itau Unibanco Holding S.A.’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
2019 Q4	–	Sell	-2,664	Closed	-$330K	–	902
2019 Q3	$330K	Buy	+2,664	New	+$324K	0.02%	132

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Itau Unibanco Holding S.A.'s CVX Position: Q4 2023 in Review

Itau Unibanco Holding S.A. sold out of Chevron (CVX) in Q4 2023, closing a stake of 62,013 shares — an estimated $10.5M sold.

Itau Unibanco Holding S.A. first reported a position in CVX in Q1 2017 and held it in 22 quarters. The position peaked at $37.6M in Q1 2023. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Itau Unibanco Holding S.A. reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 62,013 Chevron shares in Q4 2023, an estimated $10.5M.
Itau Unibanco Holding S.A. first reported a position in Chevron in Q1 2017 and held it in 22 quarters.
Itau Unibanco Holding S.A.'s Chevron position peaked at $37.6M in Q1 2023.
3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q4 2023, filed 14 Feb 2024.