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BMT Investment Advisors’s Chevron CVX Stock Holding History

BMT Investment 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
2020
Q1 		$1.4M Hold
19,350
– – 0.88% 60
2019
Q4 		$2.33M Buy
19,350
+1,702
+10% +$200K 1.07% 56
2019
Q3 		$2.09M Buy
17,648
+9,648
+121% +$1.17M 1.07% 54
2019
Q2 		$996K Buy
+8,000
New +$967K 0.52% 79

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

BMT Investment Advisors's CVX Position: Q1 2020 in Review

BMT Investment Advisors held its Chevron (CVX) position steady in Q1 2020 at 19,350 shares worth $1.4M. The position accounts for 0.88% of the portfolio, ranked #60.

BMT Investment Advisors first reported a position in CVX in Q2 2019 and has held it in 4 quarters since. The position peaked at $2.33M in Q4 2019. 2,318 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

  • BMT Investment Advisors held 19,350 shares of Chevron worth $1.4M as of Q1 2020.
  • BMT Investment Advisors left its Chevron share count unchanged in Q1 2020.
  • Chevron made up 0.88% of BMT Investment Advisors's portfolio in Q1 2020, its #60 holding.
  • BMT Investment Advisors first reported a position in Chevron in Q2 2019 and has held it in 4 quarters since.
  • BMT Investment Advisors's Chevron position peaked at $2.33M in Q4 2019.
  • 2,318 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.