Westfield Capital Management’s Chevron CVX Stock Holding History

Westfield Capital 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 Q2	–	Sell	-45,387	Closed	-$7.16M	–	254
2024 Q1	$7.16M	Buy	45,387 +9,888	+28%	+$1.49M	0.04%	206
2023 Q4	$5.3M	Sell	35,499 -61	-0.2%	-$9.23K	0.03%	208
2023 Q3	$6M	Buy	35,560 +11,768	+49%	+$1.9M	0.04%	193
2023 Q2	$3.74M	Buy	23,792 +1,715	+8%	+$275K	0.02%	204
2023 Q1	$3.6M	Buy	+22,077	New	+$3.7M	0.03%	204
2015 Q1	–	Sell	-2,000	Closed	-$224K	–	310
2014 Q4	$224K	Hold	2,000	–	–	﹤0.01%	309
2014 Q3	$239K	Hold	2,000	–	–	﹤0.01%	295
2014 Q2	$261K	Hold	2,000	–	–	﹤0.01%	307
2014 Q1	$238K	Hold	2,000	–	–	﹤0.01%	321
2013 Q4	$250K	Hold	2,000	–	–	﹤0.01%	321
2013 Q3	$243K	Hold	2,000	–	–	﹤0.01%	336
2013 Q2	$237K	Buy	+2,000	New	+$242K	﹤0.01%	341

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Westfield Capital Management's CVX Position: Q2 2024 in Review

Westfield Capital Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 45,387 shares — an estimated $7.16M sold.

Westfield Capital Management first reported a position in CVX in Q2 2013 and held it in 12 quarters. The position peaked at $7.16M in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

Westfield Capital Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
Westfield Capital Management sold 45,387 Chevron shares in Q2 2024, an estimated $7.16M.
Westfield Capital Management first reported a position in Chevron in Q2 2013 and held it in 12 quarters.
Westfield Capital Management's Chevron position peaked at $7.16M in Q1 2024.
3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on Westfield Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.