Cumberland Partners’s Chevron CVX Stock Holding History

Cumberland Partners’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	-1,142	Closed	-$120K	–	192
2021 Q2	$120K	Hold	1,142	–	–	0.01%	176
2021 Q1	$120K	Buy	+1,142	New	+$112K	0.01%	173
2020 Q3	–	Sell	-23,376	Closed	-$2.09M	–	156
2020 Q2	$2.09M	Buy	23,376 +6,683	+40%	+$598K	0.22%	84
2020 Q1	$1.21M	Sell	16,693 -1,560	-9%	-$154K	0.15%	90
2019 Q4	$2.2M	Buy	18,253 +1,445	+9%	+$170K	0.2%	86
2019 Q3	$1.99M	Buy	16,808 +520	+3%	+$63.2K	0.19%	83
2019 Q2	$2.03M	Sell	16,288 -605	-4%	-$73.2K	0.19%	86
2019 Q1	$2.08M	Buy	16,893 +7,915	+88%	+$936K	0.21%	84
2018 Q4	$977K	Buy	8,978 +5,450	+154%	+$631K	0.11%	99
2018 Q3	$431K	Hold	3,528	–	–	0.04%	146
2018 Q2	$446K	Buy	+3,528	New	+$438K	0.04%	151

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cumberland Partners's CVX Position: Q3 2021 in Review

Cumberland Partners sold out of Chevron (CVX) in Q3 2021, closing a stake of 1,142 shares — an estimated $120K sold.

Cumberland Partners first reported a position in CVX in Q2 2018 and held it in 11 quarters. The position peaked at $2.2M in Q4 2019. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

Cumberland Partners reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
Cumberland Partners sold 1,142 Chevron shares in Q3 2021, an estimated $120K.
Cumberland Partners first reported a position in Chevron in Q2 2018 and held it in 11 quarters.
Cumberland Partners's Chevron position peaked at $2.2M in Q4 2019.
2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Cumberland Partners's 13F filing for Q3 2021, filed 10 Nov 2021.