Tri Ri Asset Management’s Chevron CVX Stock Holding History

Tri Ri Asset 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
2024 Q3	$3.03M	Buy	+20,579	New	+$3.06M	1.54%	26

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tri Ri Asset Management's CVX Position: Q3 2024 in Review

Tri Ri Asset Management opened a new position in Chevron (CVX) in Q3 2024: 20,579 shares worth $3.03M. The stake represents 1.54% of the portfolio and ranks #26 among its holdings.

3,473 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

Tri Ri Asset Management held 20,579 shares of Chevron worth $3.03M as of Q3 2024.
Chevron was a new Tri Ri Asset Management position in Q3 2024.
Chevron made up 1.54% of Tri Ri Asset Management's portfolio in Q3 2024, its #26 holding.
3,473 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Tri Ri Asset Management's 13F filing for Q3 2024, filed 21 Nov 2024.