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Brouwer & Janachowski’s Chevron CVX Stock Holding History

Brouwer & Janachowski’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 		– Sell
-1,940
Closed -$203K – 67
2021
Q2 		$203K Hold
1,940
– – 0.04% 60
2021
Q1 		$203K Buy
+1,940
New +$189K 0.04% 49
2020
Q1 		– Sell
-2,530
Closed -$305K – 48
2019
Q4 		$305K Sell
2,530
-310
-11% -$36.5K 0.05% 42
2019
Q3 		$337K Hold
2,840
– – 0.06% 40
2019
Q2 		$353K Hold
2,840
– – 0.06% 41
2019
Q1 		$350K Buy
2,840
+337
+13% +$39.9K 0.06% 42
2018
Q4 		$272K Hold
2,503
– – 0.05% 46
2018
Q3 		$306K Hold
2,503
– – 0.05% 46
2018
Q2 		$316K Hold
2,503
– – 0.06% 43
2018
Q1 		$285K Sell
2,503
-420
-14% -$50.2K 0.06% 46
2017
Q4 		$366K Buy
2,923
+420
+17% +$49.8K 0.07% 45
2017
Q3 		$294K Hold
2,503
– – 0.06% 45
2017
Q2 		$261K Sell
2,503
-199
-7% -$21.1K 0.05% 48
2017
Q1 		$290K Buy
2,702
+177
+7% +$19.9K 0.06% 42
2016
Q4 		$297K Sell
2,525
-1,341
-35% -$146K 0.07% 41
2016
Q3 		$398K Buy
3,866
+411
+12% +$42K 0.1% 35
2016
Q2 		$362K Buy
3,455
+975
+39% +$98.1K 0.1% 38
2016
Q1 		$237K Buy
+2,480
New +$217K 0.08% 47
2015
Q4 		– Sell
-5,015
Closed -$396K – 40
2015
Q3 		$396K Buy
5,015
+343
+7% +$28.9K 0.19% 37
2015
Q2 		$450K Buy
4,672
+557
+14% +$58.5K 0.2% 37
2015
Q1 		$432K Sell
4,115
-607
-13% -$64.8K 0.18% 36
2014
Q4 		$530K Sell
4,722
-4,021
-46% -$457K 0.23% 37
2014
Q3 		$1.04M Buy
8,743
+471
+6% +$60.1K 0.5% 29
2014
Q2 		$1.08M Hold
8,272
– – 0.52% 29
2014
Q1 		$983K Buy
8,272
+1,174
+17% +$137K 0.48% 30
2013
Q4 		$887K Buy
+7,098
New +$858K 0.43% 34

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Brouwer & Janachowski's CVX Position: Q3 2021 in Review

Brouwer & Janachowski sold out of Chevron (CVX) in Q3 2021, closing a stake of 1,940 shares — an estimated $203K sold.

Brouwer & Janachowski first reported a position in CVX in Q4 2013 and held it in 26 quarters. The position peaked at $1.08M in Q2 2014. 2,570 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Brouwer & Janachowski reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
  • Brouwer & Janachowski sold 1,940 Chevron shares in Q3 2021, an estimated $203K.
  • Brouwer & Janachowski first reported a position in Chevron in Q4 2013 and held it in 26 quarters.
  • Brouwer & Janachowski's Chevron position peaked at $1.08M in Q2 2014.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.