Keystone Investors’s Chevron CVX Stock Holding History

Keystone Investors’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 Q4	–	Sell	-11,700	Closed	-$1.97M	–	50
2023 Q3	$1.97M	Buy	+11,700	New	+$1.89M	0.23%	24

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

Keystone Investors's CVX Position: Q4 2023 in Review

Keystone Investors sold out of Chevron (CVX) in Q4 2023, closing a stake of 11,700 shares — an estimated $1.97M sold.

Keystone Investors first reported a position in CVX in Q3 2023 and held it in 1 quarter. The position peaked at $1.97M in Q3 2023. 3,465 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Keystone Investors reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
Keystone Investors sold 11,700 Chevron shares in Q4 2023, an estimated $1.97M.
Keystone Investors first reported a position in Chevron in Q3 2023 and held it in 1 quarter.
Keystone Investors's Chevron position peaked at $1.97M in Q3 2023.
3,465 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Keystone Investors's 13F filing for Q4 2023, filed 8 Feb 2024.