William Blair Investment Management’s Chevron CVX Stock Holding History

William Blair Investment 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	-317,976	Closed	-$50.2M	–	426
2024 Q1	$50.2M	Buy	317,976 +3,773	+1%	+$569K	0.13%	150
2023 Q4	$46.9M	Buy	314,203 +74,072	+31%	+$11.2M	0.14%	140
2023 Q3	$40.5M	Sell	240,131 -5,405	-2%	-$873K	0.13%	151
2023 Q2	$38.6M	Buy	+245,536	New	+$39.4M	0.12%	168
2016 Q4	–	Sell	-2,447	Closed	-$252K	–	437
2016 Q3	$252K	Hold	2,447	–	–	﹤0.01%	438
2016 Q2	$257K	Sell	2,447 -1,002	-29%	-$101K	﹤0.01%	449
2016 Q1	$329K	Buy	3,449 +441	+15%	+$38.6K	﹤0.01%	440
2015 Q4	$271K	Sell	3,008 -170	-5%	-$15.3K	﹤0.01%	441
2015 Q3	$251K	Buy	+3,178	New	+$268K	﹤0.01%	1032

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

William Blair Investment Management's CVX Position: Q2 2024 in Review

William Blair Investment Management sold out of Chevron (CVX) in Q2 2024, closing a stake of 317,976 shares — an estimated $50.2M sold.

William Blair Investment Management first reported a position in CVX in Q3 2015 and held it in 9 quarters. The position peaked at $50.2M in Q1 2024. 3,496 funds tracked by Wall St. Rank hold CVX as of Q2 2024.

William Blair Investment Management reported no remaining Chevron position as of Q2 2024 after selling out during the quarter.
William Blair Investment Management sold 317,976 Chevron shares in Q2 2024, an estimated $50.2M.
William Blair Investment Management first reported a position in Chevron in Q3 2015 and held it in 9 quarters.
William Blair Investment Management's Chevron position peaked at $50.2M in Q1 2024.
3,496 funds tracked by Wall St. Rank held Chevron as of Q2 2024.

Based on William Blair Investment Management's 13F filing for Q2 2024, filed 8 Aug 2024.