Vista Finance’s Chevron CVX Stock Holding History

Vista Finance’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
2023 Q4	–	Sell	-7,274	Closed	-$1.23M	–	21
2023 Q3	$1.23M	Buy	+7,274	New	+$1.17M	1.79%	13

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Vista Finance's CVX Position: Q4 2023 in Review

Vista Finance sold out of Chevron (CVX) in Q4 2023, closing a stake of 7,274 shares — an estimated $1.23M sold.

Vista Finance first reported a position in CVX in Q3 2023 and held it in 1 quarter. The position peaked at $1.23M in Q3 2023. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

Vista Finance reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
Vista Finance sold 7,274 Chevron shares in Q4 2023, an estimated $1.23M.
Vista Finance first reported a position in Chevron in Q3 2023 and held it in 1 quarter.
Vista Finance's Chevron position peaked at $1.23M in Q3 2023.
3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on Vista Finance's 13F filing for Q4 2023, filed 13 Feb 2024.