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LYNX CAPITAL GROUP LTD /ADV’s Chevron CVX Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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 		$1.76M Buy
+11,815
New +$1.79M 1.28% 38

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's CVX Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in Chevron (CVX) in Q4 2023: 11,815 shares worth $1.76M. The stake represents 1.28% of the portfolio and ranks #38 among its holdings.

3,469 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • LYNX CAPITAL GROUP LTD /ADV held 11,815 shares of Chevron worth $1.76M as of Q4 2023.
  • Chevron was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
  • Chevron made up 1.28% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #38 holding.
  • 3,469 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.