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KLR Investment Advisors’s Chevron CVX Stock Holding History

KLR Investment 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
Q1 		$718K Buy
4,435
+133
+3% +$20.1K 0.52% 45
2023
Q4 		$642K Buy
4,302
+119
+3% +$18K 0.46% 51
2023
Q3 		$682K Sell
4,183
-268
-6% -$43.3K 0.62% 41
2023
Q2 		$700K Buy
4,451
+94
+2% +$15.1K 0.58% 40
2023
Q1 		$711K Sell
4,357
-832
-16% -$139K 0.62% 40
2022
Q4 		$931K Buy
+5,189
New +$906K 0.77% 27

Other funds holding CVX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KLR Investment Advisors's CVX Position: Q1 2024 in Review

KLR Investment Advisors increased its Chevron (CVX) stake by 3.1% in Q1 2024, buying an estimated $20.1K and bringing the position to 4,435 shares worth $718K. The position accounts for 0.52% of the portfolio, ranked #45.

KLR Investment Advisors first reported a position in CVX in Q4 2022 and has held it in 6 quarters since. The position peaked at $931K in Q4 2022. 3,513 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • KLR Investment Advisors held 4,435 shares of Chevron worth $718K as of Q1 2024.
  • KLR Investment Advisors bought 133 Chevron shares in Q1 2024, an estimated $20.1K.
  • Chevron made up 0.52% of KLR Investment Advisors's portfolio in Q1 2024, its #45 holding.
  • KLR Investment Advisors first reported a position in Chevron in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Chevron position peaked at $931K in Q4 2022.
  • 3,513 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.