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Palouse Capital Management’s Chevron CVX Stock Holding History

Palouse Capital Management’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
-1,024
Closed -$162K – 127
2024
Q1 		$162K Buy
+1,024
New +$155K 0.11% 82
2016
Q2 		– Sell
-16,702
Closed -$1.59M – 95
2016
Q1 		$1.59M Sell
16,702
-320
-2% -$28K 0.65% 62
2015
Q4 		$1.53M Sell
17,022
-1,914
-10% -$173K 0.6% 67
2015
Q3 		$1.49M Sell
18,936
-576
-3% -$48.5K 0.58% 68
2015
Q2 		$1.88M Sell
19,512
-493
-2% -$51.8K 0.66% 65
2015
Q1 		$2.1M Buy
20,005
+820
+4% +$87.5K 0.74% 61
2014
Q4 		$2.15M Buy
19,185
+935
+5% +$106K 0.76% 61
2014
Q3 		$2.18M Buy
18,250
+1,511
+9% +$193K 0.83% 52
2014
Q2 		$2.19M Buy
16,739
+455
+3% +$56.6K 0.81% 59
2014
Q1 		$1.94M Buy
16,284
+1,335
+9% +$155K 0.73% 57
2013
Q4 		$1.87M Buy
14,949
+640
+4% +$77.4K 0.71% 54
2013
Q3 		$1.74M Buy
14,309
+1,100
+8% +$135K 0.7% 58
2013
Q2 		$1.56M Buy
+13,209
New +$1.6M 0.66% 60

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

Palouse Capital Management's CVX Position: Q2 2024 in Review

Palouse Capital Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 1,024 shares — an estimated $162K sold.

Palouse Capital Management first reported a position in CVX in Q2 2013 and held it in 13 quarters. The position peaked at $2.19M in Q2 2014. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Palouse Capital Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Palouse Capital Management sold 1,024 Chevron shares in Q2 2024, an estimated $162K.
  • Palouse Capital Management first reported a position in Chevron in Q2 2013 and held it in 13 quarters.
  • Palouse Capital Management's Chevron position peaked at $2.19M in Q2 2014.
  • 3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Palouse Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.