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Meitav Investment House’s Chevron CVX Stock Holding History

Meitav Investment House’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
Q2 		– Sell
-1,809
Closed -$295K – 536
2023
Q1 		$295K Sell
1,809
-3,563
-66% -$597K 0.01% 325
2022
Q4 		$953K Buy
+5,372
New +$937K 0.02% 242
2018
Q4 		– Sell
-4,612
Closed -$564K – 365
2018
Q3 		$564K Sell
4,612
-1,784
-28% -$216K 0.03% 297
2018
Q2 		$809K Sell
6,396
-1,158
-15% -$144K 0.04% 254
2018
Q1 		$861K Buy
+7,554
New +$903K 0.04% 206

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Meitav Investment House's CVX Position: Q2 2023 in Review

Meitav Investment House sold out of Chevron (CVX) in Q2 2023, closing a stake of 1,809 shares — an estimated $295K sold.

Meitav Investment House first reported a position in CVX in Q1 2018 and held it in 5 quarters. The position peaked at $953K in Q4 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Meitav Investment House reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
  • Meitav Investment House sold 1,809 Chevron shares in Q2 2023, an estimated $295K.
  • Meitav Investment House first reported a position in Chevron in Q1 2018 and held it in 5 quarters.
  • Meitav Investment House's Chevron position peaked at $953K in Q4 2022.
  • 3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Meitav Investment House's 13F filing for Q2 2023, filed 24 Jul 2023.