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Jackson Square Capital’s Chevron CVX Stock Holding History

Jackson Square Capital’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 		– Sell
-3,749
Closed -$586K – 140
2024
Q2 		$586K Sell
3,749
-344
-8% -$54.9K 0.14% 93
2024
Q1 		$646K Sell
4,093
-2,442
-37% -$369K 0.17% 93
2023
Q4 		$975K Buy
6,535
+922
+16% +$139K 0.31% 62
2023
Q3 		$946K Buy
5,613
+748
+15% +$121K 0.38% 49
2023
Q2 		$766K Buy
+4,865
New +$780K 0.31% 58
2021
Q3 		– Sell
-5,212
Closed -$546K – 178
2021
Q2 		$546K Sell
5,212
-40
-0.8% -$4.22K 0.18% 102
2021
Q1 		$550K Buy
+5,252
New +$513K 0.21% 93
2020
Q3 		– Sell
-100
Closed -$9K – 353
2020
Q2 		$9K Sell
100
-100
-50% -$8.95K ﹤0.01% 246
2020
Q1 		$14K Sell
200
-178
-47% -$17.6K 0.01% 190
2019
Q4 		$46K Buy
+378
New +$44.5K 0.03% 153

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

Jackson Square Capital's CVX Position: Q3 2024 in Review

Jackson Square Capital sold out of Chevron (CVX) in Q3 2024, closing a stake of 3,749 shares — an estimated $586K sold.

Jackson Square Capital first reported a position in CVX in Q4 2019 and held it in 10 quarters. The position peaked at $975K in Q4 2023. 3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Jackson Square Capital reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • Jackson Square Capital sold 3,749 Chevron shares in Q3 2024, an estimated $586K.
  • Jackson Square Capital first reported a position in Chevron in Q4 2019 and held it in 10 quarters.
  • Jackson Square Capital's Chevron position peaked at $975K in Q4 2023.
  • 3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Jackson Square Capital's 13F filing for Q3 2024, filed 31 Oct 2024.