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TD Ameritrade Investment Management’s Chevron CVX Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-3,646
Closed -$574K – 104
2023
Q2 		$574K Sell
3,646
-374
-9% -$60K 0.01% 117
2023
Q1 		$656K Sell
4,020
-1,323
-25% -$222K 0.01% 115
2022
Q4 		$959K Sell
5,343
-1,772
-25% -$309K 0.01% 113
2022
Q3 		$1.02M Sell
7,115
-1,885
-21% -$287K 0.01% 114
2022
Q2 		$1.3M Sell
9,000
-2,650
-23% -$438K 0.01% 113
2022
Q1 		$1.9M Buy
11,650
+1,114
+11% +$160K 0.01% 110
2021
Q4 		$1.24M Buy
10,536
+828
+9% +$94.1K 0.01% 117
2021
Q3 		$699K Sell
9,708
-519
-5% -$51.8K 0.01% 131
2021
Q2 		$1.07M Buy
10,227
+1,257
+14% +$133K 0.01% 118
2021
Q1 		$757K Hold
8,970
– – 0.01% 126
2020
Q4 		$757K Sell
8,970
-738
-8% -$59.8K 0.01% 126
2020
Q3 		$699K Buy
9,708
+63
+0.7% +$5.3K 0.01% 131
2020
Q2 		$861K Sell
9,645
-476
-5% -$42.6K 0.01% 124
2020
Q1 		$733K Sell
10,121
-2,673
-21% -$264K 0.01% 132
2019
Q4 		$1.54M Buy
12,794
+982
+8% +$116K 0.01% 106
2019
Q3 		$1.4M Buy
11,812
+2,121
+22% +$258K 0.01% 105
2019
Q2 		$1.21M Buy
9,691
+2,909
+43% +$352K 0.01% 107
2019
Q1 		$835K Buy
6,782
+775
+13% +$91.7K 0.01% 117
2018
Q4 		$654K Buy
6,007
+1,590
+36% +$184K 0.01% 108
2018
Q3 		$540K Buy
4,417
+3,747
+559% +$455K ﹤0.01% 103
2018
Q2 		$85K Buy
+670
New +$83.2K ﹤0.01% 113

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

TD Ameritrade Investment Management's CVX Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Chevron (CVX) in Q3 2023, closing a stake of 3,646 shares — an estimated $574K sold.

TD Ameritrade Investment Management first reported a position in CVX in Q2 2018 and held it in 21 quarters. The position peaked at $1.9M in Q1 2022. 3,328 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 3,646 Chevron shares in Q3 2023, an estimated $574K.
  • TD Ameritrade Investment Management first reported a position in Chevron in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Chevron position peaked at $1.9M in Q1 2022.
  • 3,328 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.