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Bender Robert & Associates’s Chevron CVX Stock Holding History

Bender Robert & Associates’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
2020
Q1 		– Sell
-1,765
Closed -$213K – 47
2019
Q4 		$213K Hold
1,765
– – 0.1% 50
2019
Q3 		$209K Hold
1,765
– – 0.1% 49
2019
Q2 		$218K Sell
1,765
-30
-2% -$3.63K 0.1% 48
2019
Q1 		$221K Buy
+1,795
New +$212K 0.11% 49
2018
Q4 		– Sell
-1,845
Closed -$226K – 47
2018
Q3 		$226K Sell
1,845
-235
-11% -$28.5K 0.1% 46
2018
Q2 		$263K Hold
2,080
– – 0.14% 46
2018
Q1 		$237K Sell
2,080
-60
-3% -$7.17K 0.13% 46
2017
Q4 		$268K Sell
2,140
-50
-2% -$5.93K 0.15% 43
2017
Q3 		$257K Hold
2,190
– – 0.15% 45
2017
Q2 		$228K Sell
2,190
-135
-6% -$14.3K 0.14% 46
2017
Q1 		$250K Sell
2,325
-105
-4% -$11.8K 0.16% 44
2016
Q4 		$286K Sell
2,430
-70
-3% -$7.62K 0.2% 44
2016
Q3 		$257K Sell
2,500
-20
-0.8% -$2.04K 0.17% 44
2016
Q2 		$264K Sell
2,520
-110
-4% -$11.1K 0.19% 46
2016
Q1 		$251K Buy
2,630
+100
+4% +$8.75K 0.17% 48
2015
Q4 		$228K Sell
2,530
-25
-1% -$2.25K 0.15% 48
2015
Q3 		$202K Buy
2,555
+145
+6% +$12.2K 0.14% 49
2015
Q2 		$232K Hold
2,410
– – 0.14% 47
2015
Q1 		$253K Buy
2,410
+240
+11% +$25.6K 0.15% 49
2014
Q4 		$243K Buy
2,170
+220
+11% +$25K 0.16% 52
2014
Q3 		$233K Sell
1,950
-40
-2% -$5.1K 0.16% 53
2014
Q2 		$260K Hold
1,990
– – 0.18% 50
2014
Q1 		$237 Buy
1,990
+45
+2% +$5.23K 0.16% 53
2013
Q4 		$243K Buy
1,945
+5
+0.3% +$604 0.18% 53
2013
Q3 		$235K Buy
1,940
+40
+2% +$4.92K 0.18% 52
2013
Q2 		$225K Buy
+1,900
New +$230K 0.19% 53

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bender Robert & Associates's CVX Position: Q1 2020 in Review

Bender Robert & Associates sold out of Chevron (CVX) in Q1 2020, closing a stake of 1,765 shares — an estimated $213K sold.

Bender Robert & Associates first reported a position in CVX in Q2 2013 and held it in 26 quarters. The position peaked at $286K in Q4 2016. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

  • Bender Robert & Associates reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
  • Bender Robert & Associates sold 1,765 Chevron shares in Q1 2020, an estimated $213K.
  • Bender Robert & Associates first reported a position in Chevron in Q2 2013 and held it in 26 quarters.
  • Bender Robert & Associates's Chevron position peaked at $286K in Q4 2016.
  • 2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Bender Robert & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.