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Berry Group’s Chevron CVX Stock Holding History

Berry Group’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
Q4 		$527K Sell
6,240
-4
-0.1% -$324 0.24% 69
2020
Q3 		$450K Buy
6,244
+617
+11% +$51.9K 0.24% 71
2020
Q2 		$502K Hold
5,627
– – 0.31% 59
2020
Q1 		$408K Sell
5,627
-1,954
-26% -$193K 0.31% 60
2019
Q4 		$914K Buy
+7,581
New +$893K 0.49% 46

Other funds holding CVX

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Berry Group's CVX Position: Q4 2020 in Review

Berry Group reduced its Chevron (CVX) stake by 0.06% in Q4 2020, selling an estimated $324 and leaving 6,240 shares worth $527K. The position accounts for 0.24% of the portfolio, ranked #69.

Berry Group first reported a position in CVX in Q4 2019 and has held it in 5 quarters since. The position peaked at $914K in Q4 2019. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Berry Group held 6,240 shares of Chevron worth $527K as of Q4 2020.
  • Berry Group sold 4 Chevron shares in Q4 2020, an estimated $324.
  • Chevron made up 0.24% of Berry Group's portfolio in Q4 2020, its #69 holding.
  • Berry Group first reported a position in Chevron in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's Chevron position peaked at $914K in Q4 2019.
  • 2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.