SEC 13F Intelligence

Veritable, L.P. / CVX

Veritable, L.P.’s Chevron Corporation Position

Does Veritable, L.P. own Chevron Corporation (CVX)? Not currently — the last reported position was 97.9K shares worth $15M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$15M
Q2 2023
Shares
97.9K
% of Portfolio
+0.24%
Quarters Held
18
position exited

Position History CVX

Reported value by quarter
Q1 ’19: $24MQ1 ’19Q2 ’19: $23MQ3 ’19: $22MQ4 ’19: $23MQ4 ’19Q1 ’20: $12MQ2 ’20: $14MQ3 ’20: $10MQ3 ’20Q4 ’20: $11MQ1 ’21: $12MQ2 ’21: $11MQ2 ’21Q3 ’21: $11MQ4 ’21: $13MQ1 ’22: $18MQ1 ’22Q2 ’22: $15MQ3 ’22: $14MQ4 ’22: $18MQ4 ’22Q1 ’23: $16MQ2 ’23: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202397.9K$15M+0.24%
Q1 202397.5K$16M+0.26%
Q4 202299.4K$18M+0.30%
Q3 2022100.3K$14M+0.28%
Q2 2022104.5K$15M+0.27%
Q1 2022108.2K$18M+0.27%
Q4 2021112.7K$13M+0.20%
Q3 2021110.8K$11M+0.18%
Q2 2021108.8K$11M+0.18%
Q1 2021117.1K$12M+0.21%
Q4 2020124.6K$11M+0.19%
Q3 2020142.3K$10M+0.21%
Q2 2020154.9K$14M+0.30%
Q1 2020162.7K$12M+0.29%
Q4 2019191.3K$23M+0.42%
Q3 2019189.0K$22M+0.44%
Q2 2019186.8K$23M+0.46%
Q1 2019196.3K$24M+0.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of CVX.