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Seaview Investment Managers’s Chevron CVX Stock Holding History

Seaview Investment Managers’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
-37,004
Closed -$6.04M – 102
2023
Q1 		$6.04M Buy
37,004
+2,362
+7% +$396K 2.07% 23
2022
Q4 		$6.22M Sell
34,642
-10,972
-24% -$1.91M 2.49% 16
2022
Q3 		$6.55M Sell
45,614
-1,534
-3% -$234K 2.67% 11
2022
Q2 		$6.83M Buy
47,148
+1,300
+3% +$215K 3.07% 8
2022
Q1 		$7.46M Buy
+45,848
New +$6.58M 2.49% 22

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

Seaview Investment Managers's CVX Position: Q2 2023 in Review

Seaview Investment Managers sold out of Chevron (CVX) in Q2 2023, closing a stake of 37,004 shares — an estimated $6.04M sold.

Seaview Investment Managers first reported a position in CVX in Q1 2022 and held it in 5 quarters. The position peaked at $7.46M in Q1 2022. 3,276 funds tracked by Wall St. Rank hold CVX as of Q2 2023.

  • Seaview Investment Managers reported no remaining Chevron position as of Q2 2023 after selling out during the quarter.
  • Seaview Investment Managers sold 37,004 Chevron shares in Q2 2023, an estimated $6.04M.
  • Seaview Investment Managers first reported a position in Chevron in Q1 2022 and held it in 5 quarters.
  • Seaview Investment Managers's Chevron position peaked at $7.46M in Q1 2022.
  • 3,276 funds tracked by Wall St. Rank held Chevron as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.