BCA
CVX icon

Berman Capital Advisors’s Chevron CVX Stock Holding History

Berman Capital Advisors’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 		$595K Buy
5,877
+1,169
+25% +$117K 0.09% 113
2021
Q2 		$492K Buy
4,708
+998
+27% +$105K 0.08% 119
2021
Q1 		$387K Buy
3,710
+831
+29% +$81.1K 0.08% 118
2020
Q4 		$243K Buy
2,879
+51
+2% +$4.13K 0.06% 139
2020
Q3 		$202K Sell
2,828
-276
-9% -$23.2K 0.06% 147
2020
Q2 		$275K Sell
3,104
-142
-4% -$12.7K 0.07% 106
2020
Q1 		$234K Buy
3,246
+446
+16% +$44.1K 0.08% 106
2019
Q4 		$336K Buy
2,800
+9
+0.3% +$1.06K 0.1% 96
2019
Q3 		$331K Sell
2,791
-28
-1% -$3.4K 0.1% 89
2019
Q2 		$349K Buy
2,819
+301
+12% +$36.4K 0.11% 86
2019
Q1 		$310K Buy
2,518
+454
+22% +$53.7K 0.1% 89
2018
Q4 		$223K Sell
2,064
-2,185
-51% -$253K 0.09% 96
2018
Q3 		$520K Sell
4,249
-40
-0.9% -$4.85K 0.22% 54
2018
Q2 		$543K Buy
4,289
+188
+5% +$23.3K 0.19% 55
2018
Q1 		$468K Buy
4,101
+1,657
+68% +$198K 0.18% 57
2017
Q4 		$306K Buy
+2,444
New +$290K 0.1% 74

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

Berman Capital Advisors's CVX Position: Q3 2021 in Review

Berman Capital Advisors increased its Chevron (CVX) stake by 25% in Q3 2021, buying an estimated $117K and bringing the position to 5,877 shares worth $595K. The position accounts for 0.09% of the portfolio, ranked #113.

Berman Capital Advisors first reported a position in CVX in Q4 2017 and has held it in 16 quarters since. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Berman Capital Advisors held 5,877 shares of Chevron worth $595K as of Q3 2021.
  • Berman Capital Advisors bought 1,169 Chevron shares in Q3 2021, an estimated $117K.
  • Chevron made up 0.09% of Berman Capital Advisors's portfolio in Q3 2021, its #113 holding.
  • Berman Capital Advisors first reported a position in Chevron in Q4 2017 and has held it in 16 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.