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TIFF Advisory Services’s Chevron CVX Stock Holding History

TIFF Advisory Services’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
Q3 		– Sell
-2,570
Closed -$402K – 21
2024
Q2 		$402K Buy
2,570
+1,218
+90% +$194K 0.14% 22
2024
Q1 		$213K Buy
1,352
+254
+23% +$38.3K 0.09% 19
2023
Q4 		$164K Sell
1,098
-1,139
-51% -$172K 0.08% 23
2023
Q3 		$377K Sell
2,237
-4,056
-64% -$655K 0.31% 18
2023
Q2 		$990K Hold
6,293
– – 0.23% 23
2023
Q1 		$1.03M Buy
+6,293
New +$1.06M 0.43% 20

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TIFF Advisory Services's CVX Position: Q3 2024 in Review

TIFF Advisory Services sold out of Chevron (CVX) in Q3 2024, closing a stake of 2,570 shares — an estimated $402K sold.

TIFF Advisory Services first reported a position in CVX in Q1 2023 and held it in 6 quarters. The position peaked at $1.03M in Q1 2023. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • TIFF Advisory Services reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • TIFF Advisory Services sold 2,570 Chevron shares in Q3 2024, an estimated $402K.
  • TIFF Advisory Services first reported a position in Chevron in Q1 2023 and held it in 6 quarters.
  • TIFF Advisory Services's Chevron position peaked at $1.03M in Q1 2023.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on TIFF Advisory Services's 13F filing for Q3 2024, filed 5 Nov 2024.