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Trail Ridge Investment Advisors’s Chevron CVX Stock Holding History

Trail Ridge Investment Advisors’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
Q1 		– Sell
-3,140
Closed -$468K – 107
2023
Q4 		$468K Hold
3,140
– – 0.29% 70
2023
Q3 		$529K Hold
3,140
– – 0.36% 60
2023
Q2 		$494K Hold
3,140
– – 0.3% 67
2023
Q1 		$512K Hold
3,140
– – 0.33% 69
2022
Q4 		$564K Hold
3,140
– – 0.39% 70
2022
Q3 		$585K Sell
3,140
-798
-20% -$122K 0.39% 71
2022
Q2 		$570K Buy
3,938
+127
+3% +$21K 0.39% 76
2022
Q1 		$621K Sell
3,811
-763
-17% -$109K 0.38% 74
2021
Q4 		$537K Buy
+4,574
New +$520K 0.32% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Trail Ridge Investment Advisors's CVX Position: Q1 2024 in Review

Trail Ridge Investment Advisors sold out of Chevron (CVX) in Q1 2024, closing a stake of 3,140 shares — an estimated $468K sold.

Trail Ridge Investment Advisors first reported a position in CVX in Q4 2021 and held it in 9 quarters. The position peaked at $621K in Q1 2022. 3,514 funds tracked by Wall St. Rank hold CVX as of Q1 2024.

  • Trail Ridge Investment Advisors reported no remaining Chevron position as of Q1 2024 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 3,140 Chevron shares in Q1 2024, an estimated $468K.
  • Trail Ridge Investment Advisors first reported a position in Chevron in Q4 2021 and held it in 9 quarters.
  • Trail Ridge Investment Advisors's Chevron position peaked at $621K in Q1 2022.
  • 3,514 funds tracked by Wall St. Rank held Chevron as of Q1 2024.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.