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Cedar Capital’s Chevron CVX Stock Holding History

Cedar Capital’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 		– Sell
-6,344
Closed -$457K – 87
2020
Q3 		$457K Buy
6,344
+1,790
+39% +$151K 0.15% 141
2020
Q2 		$406K Sell
4,554
-354
-7% -$31.7K 0.16% 122
2020
Q1 		$356K Sell
4,908
-58
-1% -$5.73K 0.17% 116
2019
Q4 		$598K Sell
4,966
-339
-6% -$39.9K 0.28% 115
2019
Q3 		$629K Buy
5,305
+2,155
+68% +$262K 0.29% 100
2019
Q2 		$392K Sell
3,150
-2,413
-43% -$292K 0.17% 129
2019
Q1 		$685K Buy
5,563
+62
+1% +$7.33K 0.3% 93
2018
Q4 		$598K Sell
5,501
-670
-11% -$77.6K 0.3% 88
2018
Q3 		$755K Buy
6,171
+702
+13% +$85.2K 0.29% 77
2018
Q2 		$691K Buy
5,469
+165
+3% +$20.5K 0.31% 72
2018
Q1 		$605K Buy
5,304
+1,711
+48% +$205K 0.28% 60
2017
Q4 		$450K Buy
3,593
+418
+13% +$49.6K 0.22% 70
2017
Q3 		$373K Buy
3,175
+274
+9% +$29.9K 0.18% 68
2017
Q2 		$303K Buy
2,901
+574
+25% +$60.8K 0.13% 56
2017
Q1 		$250K Buy
+2,327
New +$261K 0.1% 80

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

Cedar Capital's CVX Position: Q4 2020 in Review

Cedar Capital sold out of Chevron (CVX) in Q4 2020, closing a stake of 6,344 shares — an estimated $457K sold.

Cedar Capital first reported a position in CVX in Q1 2017 and held it in 15 quarters. The position peaked at $755K in Q3 2018. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Cedar Capital reported no remaining Chevron position as of Q4 2020 after selling out during the quarter.
  • Cedar Capital sold 6,344 Chevron shares in Q4 2020, an estimated $457K.
  • Cedar Capital first reported a position in Chevron in Q1 2017 and held it in 15 quarters.
  • Cedar Capital's Chevron position peaked at $755K in Q3 2018.
  • 2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Cedar Capital's 13F filing for Q4 2020, filed 5 Feb 2021.