Jade Capital Advisors’s Chevron CVX Stock Holding History

Jade Capital Advisors’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 Q2	–	Sell	-20,000	Closed	-$3.15M	–	93
2024 Q1	$3.15M	Buy	+20,000	New	+$3.02M	2.3%	10

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Jade Capital Advisors's CVX Position: Q2 2024 in Review

Jade Capital Advisors sold out of Chevron (CVX) in Q2 2024, closing a stake of 20,000 shares — an estimated $3.15M sold.

Jade Capital Advisors first reported a position in CVX in Q1 2024 and held it in 1 quarter. The position peaked at $3.15M in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Jade Capital Advisors reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
Jade Capital Advisors sold 20,000 Chevron shares in Q2 2024, an estimated $3.15M.
Jade Capital Advisors first reported a position in Chevron in Q1 2024 and held it in 1 quarter.
Jade Capital Advisors's Chevron position peaked at $3.15M in Q1 2024.
3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Jade Capital Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.