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Ameritas Investment Company’s Chevron CVX Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$3.09M Buy
30,448
+14,726
+94% +$1.47M 0.14% 125
2021
Q2 		$2.84M Sell
15,722
-12,859
-45% -$1.36M 0.14% 122
2021
Q1 		$2.99M Buy
28,581
+16,711
+141% +$1.63M 0.26% 91
2020
Q4 		$998K Sell
11,870
-105
-0.9% -$8.5K 0.19% 129
2020
Q3 		$1.07M Hold
11,975
– – 0.34% 81
2020
Q2 		$1.07M Sell
11,975
-2,966
-20% -$266K 0.31% 85
2020
Q1 		$1.09M Buy
14,941
+6,085
+69% +$601K 0.18% 103
2019
Q4 		$1.07M Sell
8,856
-3,430
-28% -$404K 0.22% 93
2019
Q3 		$1.45M Buy
12,286
+4,916
+67% +$597K 0.29% 65
2019
Q2 		$917K Sell
7,370
-6,382
-46% -$772K 0.43% 59
2019
Q1 		$1.69M Buy
+13,752
New +$1.63M 0.31% 67

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameritas Investment Company's CVX Position: Q3 2021 in Review

Ameritas Investment Company increased its Chevron (CVX) stake by 94% in Q3 2021, buying an estimated $1.47M and bringing the position to 30,448 shares worth $3.09M. The position accounts for 0.14% of the portfolio, ranked #125.

Ameritas Investment Company first reported a position in CVX in Q1 2019 and has held it in 11 quarters since. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Ameritas Investment Company held 30,448 shares of Chevron worth $3.09M as of Q3 2021.
  • Ameritas Investment Company bought 14,726 Chevron shares in Q3 2021, an estimated $1.47M.
  • Chevron made up 0.14% of Ameritas Investment Company's portfolio in Q3 2021, its #125 holding.
  • Ameritas Investment Company first reported a position in Chevron in Q1 2019 and has held it in 11 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.