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Capstone Financial Group’s Chevron CVX Stock Holding History

Capstone Financial 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
Q3 		$28K Buy
394
+60
+18% +$5.05K 0.02% 140
2020
Q2 		$29K Hold
334
– – 0.02% 138
2020
Q1 		$24K Hold
334
– – 0.02% 129
2019
Q4 		$40K Buy
+334
New +$39.3K 0.04% 124

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Financial Group's CVX Position: Q3 2020 in Review

Capstone Financial Group increased its Chevron (CVX) stake by 18% in Q3 2020, buying an estimated $5.05K and bringing the position to 394 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #140.

Capstone Financial Group first reported a position in CVX in Q4 2019 and has held it in 4 quarters since. The position peaked at $40K in Q4 2019. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

  • Capstone Financial Group held 394 shares of Chevron worth $28K as of Q3 2020.
  • Capstone Financial Group bought 60 Chevron shares in Q3 2020, an estimated $5.05K.
  • Chevron made up 0.02% of Capstone Financial Group's portfolio in Q3 2020, its #140 holding.
  • Capstone Financial Group first reported a position in Chevron in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Chevron position peaked at $40K in Q4 2019.
  • 2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.