River Global Investors’s Chevron CVX Stock Holding History

River Global Investors’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	–	Sell	-30,000	Closed	-$4.47M	–	200
2023 Q4	$4.47M	Buy	+30,000	New	+$4.54M	0.85%	28
2016 Q3	–	Sell	-1,200	Closed	-$125K	–	103
2016 Q2	$125K	Hold	1,200	–	–	0.05%	76
2016 Q1	$114K	Buy	+1,200	New	+$105K	0.07%	78
2015 Q1	–	Sell	-26,203	Closed	-$2.94M	–	100
2014 Q4	$2.94M	Sell	26,203 -30,573	-54%	-$3.47M	0.72%	22
2014 Q3	$6.77M	Buy	56,776 +22,759	+67%	+$2.9M	1.33%	13
2014 Q2	$4.44M	Buy	+34,017	New	+$4.23M	1.16%	16

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Global Investors's CVX Position: Q1 2024 in Review

River Global Investors sold out of Chevron (CVX) in Q1 2024, closing a stake of 30,000 shares — an estimated $4.47M sold.

River Global Investors first reported a position in CVX in Q2 2014 and held it in 6 quarters. The position peaked at $6.77M in Q3 2014. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

River Global Investors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
River Global Investors sold 30,000 Chevron shares in Q1 2024, an estimated $4.47M.
River Global Investors first reported a position in Chevron in Q2 2014 and held it in 6 quarters.
River Global Investors's Chevron position peaked at $6.77M in Q3 2014.
3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on River Global Investors's 13F filing for Q1 2024, filed 7 May 2024.