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Sienna Gestion’s Chevron CVX Stock Holding History

Sienna Gestion’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
-4,683
Closed -$739K – 166
2024
Q1 		$739K Buy
+4,683
New +$707K 0.06% 111

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

Sienna Gestion's CVX Position: Q2 2024 in Review

Sienna Gestion sold out of Chevron (CVX) in Q2 2024, closing a stake of 4,683 shares — an estimated $739K sold.

Sienna Gestion first reported a position in CVX in Q1 2024 and held it in 1 quarter. The position peaked at $739K in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

  • Sienna Gestion reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
  • Sienna Gestion sold 4,683 Chevron shares in Q2 2024, an estimated $739K.
  • Sienna Gestion first reported a position in Chevron in Q1 2024 and held it in 1 quarter.
  • Sienna Gestion's Chevron position peaked at $739K in Q1 2024.
  • 3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Sienna Gestion's 13F filing for Q2 2024, filed 12 Aug 2024.