Veritable’s Chevron CVX Stock Holding History

Veritable’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
2016 Q1	–	Sell	-18,600	Closed	-$1.67M	–	714
2015 Q4	$1.67M	Buy	18,600 +8,600	+86%	+$775K	0.05%	217
2015 Q3	$789K	Buy	+10,000	New	+$842K	0.02%	338

Other funds holding CVX

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Veritable's CVX Position: Q3 2023 in Review

Veritable sold out of Chevron (CVX) in Q3 2023, closing a stake of 97,884 shares — an estimated $15.4M sold.

Veritable first reported a position in CVX in Q2 2013 and held it in 41 quarters. The position peaked at $36.2M in Q2 2014. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Veritable reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
Veritable sold 97,884 Chevron shares in Q3 2023, an estimated $15.4M.
Veritable first reported a position in Chevron in Q2 2013 and held it in 41 quarters.
Veritable's Chevron position peaked at $36.2M in Q2 2014.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.