VCG
CVX icon

Vantage Consulting Group’s Chevron CVX Stock Holding History

Vantage Consulting Group’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
-4,577
Closed -$716K – 47
2024
Q2 		$716K Sell
4,577
-179
-4% -$28.5K 0.53% 8
2024
Q1 		$750K Sell
4,756
-109
-2% -$16.4K 0.48% 9
2023
Q4 		$726K Buy
4,865
+450
+10% +$68.1K 0.49% 12
2023
Q3 		$744K Sell
4,415
-211
-5% -$34.1K 0.5% 10
2023
Q2 		$728K Sell
4,626
-155
-3% -$24.9K 0.42% 13
2023
Q1 		$780K Buy
4,781
+207
+5% +$34.7K 0.44% 11
2022
Q4 		$821K Sell
4,574
-540
-11% -$94.2K 0.48% 7
2022
Q3 		$735K Buy
5,114
+742
+17% +$113K 0.43% 9
2022
Q2 		$633K Buy
4,372
+89
+2% +$14.7K 0.35% 14
2022
Q1 		$697K Sell
4,283
-2,713
-39% -$389K 0.27% 13
2021
Q4 		$821K Sell
6,996
-1,067
-13% -$121K 0.22% 12
2021
Q3 		$818K Buy
8,063
+973
+14% +$97K 0.18% 10
2021
Q2 		$743K Buy
7,090
+2,231
+46% +$236K 0.13% 14
2021
Q1 		$509K Buy
4,859
+916
+23% +$89.4K 0.1% 11
2020
Q4 		$333K Buy
+3,943
New +$319K 0.03% 12

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

Vantage Consulting Group's CVX Position: Q3 2024 in Review

Vantage Consulting Group sold out of Chevron (CVX) in Q3 2024, closing a stake of 4,577 shares — an estimated $716K sold.

Vantage Consulting Group first reported a position in CVX in Q4 2020 and held it in 15 quarters. The position peaked at $821K in Q4 2021. 3,474 funds tracked by Wall St. Rank hold CVX as of Q3 2024.

  • Vantage Consulting Group reported no remaining Chevron position as of Q3 2024 after selling out during the quarter.
  • Vantage Consulting Group sold 4,577 Chevron shares in Q3 2024, an estimated $716K.
  • Vantage Consulting Group first reported a position in Chevron in Q4 2020 and held it in 15 quarters.
  • Vantage Consulting Group's Chevron position peaked at $821K in Q4 2021.
  • 3,474 funds tracked by Wall St. Rank held Chevron as of Q3 2024.

Based on Vantage Consulting Group's 13F filing for Q3 2024, filed 14 Nov 2024.