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Mirabaud & Cie’s Chevron CVX Stock Holding History

Mirabaud & Cie’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
-1,324
Closed -$209K – 62
2024
Q1 		$209K Buy
+1,324
New +$200K 0.07% 58

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mirabaud & Cie's CVX Position: Q2 2024 in Review

Mirabaud & Cie sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,324 shares — an estimated $209K sold.

Mirabaud & Cie first reported a position in CVX in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Mirabaud & Cie reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Mirabaud & Cie sold 1,324 Chevron shares in Q2 2024, an estimated $209K.
  • Mirabaud & Cie first reported a position in Chevron in Q1 2024 and held it in 1 quarter.
  • Mirabaud & Cie's Chevron position peaked at $209K in Q1 2024.
  • 3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Mirabaud & Cie's 13F filing for Q2 2024, filed 15 Oct 2024.