TC
CVX icon

TAP Consulting’s Chevron CVX Stock Holding History

TAP Consulting’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
Q3 		– Sell
-2,416
Closed -$380K – 137
2023
Q2 		$380K Buy
2,416
+30
+1% +$4.81K 0.09% 116
2023
Q1 		$389K Buy
2,386
+7
+0.3% +$1.17K 0.1% 109
2022
Q4 		$427K Buy
2,379
+6
+0.3% +$1.05K 0.11% 100
2022
Q3 		$341K Buy
2,373
+211
+10% +$32.2K 0.09% 107
2022
Q2 		$313K Buy
2,162
+6
+0.3% +$992 0.09% 103
2022
Q1 		$351K Buy
2,156
+41
+2% +$5.88K 0.09% 112
2021
Q4 		$248K Buy
2,115
+6
+0.3% +$682 0.06% 126
2021
Q3 		$214K Sell
2,109
-26
-1% -$2.59K 0.06% 127
2021
Q2 		$224K Buy
2,135
+180
+9% +$19K 0.06% 126
2021
Q1 		$205K Buy
+1,955
New +$191K 0.06% 121
2020
Q1 		– Sell
-2,270
Closed -$274K – 109
2019
Q4 		$274K Buy
2,270
+8
+0.4% +$942 0.15% 92
2019
Q3 		$268K Buy
+2,262
New +$275K 0.16% 91
2019
Q1 		$277K Buy
+2,247
New +$266K 0.21% 78

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

TAP Consulting's CVX Position: Q3 2023 in Review

TAP Consulting sold out of Chevron (CVX) in Q3 2023, closing a stake of 2,416 shares — an estimated $380K sold.

TAP Consulting first reported a position in CVX in Q1 2019 and held it in 13 quarters. The position peaked at $427K in Q4 2022. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • TAP Consulting reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
  • TAP Consulting sold 2,416 Chevron shares in Q3 2023, an estimated $380K.
  • TAP Consulting first reported a position in Chevron in Q1 2019 and held it in 13 quarters.
  • TAP Consulting's Chevron position peaked at $427K in Q4 2022.
  • 3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on TAP Consulting's 13F filing for Q3 2023, filed 5 Dec 2023.