EWF
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Epstein & White Financial’s Chevron CVX Stock Holding History

Epstein & White Financial’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
Q2 		$319K Buy
3,018
+43
+1% +$4.54K 0.08% 62
2021
Q1 		$315K Sell
2,975
-614
-17% -$60K 0.09% 55
2020
Q4 		$299K Sell
3,589
-493
-12% -$39.9K 0.09% 58
2020
Q3 		$293K Sell
4,082
-451
-10% -$37.9K 0.1% 49
2020
Q2 		$407K Sell
4,533
-5,156
-53% -$462K 0.15% 35
2020
Q1 		$707K Buy
9,689
+463
+5% +$45.8K 0.3% 26
2019
Q4 		$1.11M Buy
9,226
+423
+5% +$49.8K 0.49% 20
2019
Q3 		$1.05M Buy
8,803
+307
+4% +$37.3K 0.51% 16
2019
Q2 		$1.01M Buy
8,496
+2,361
+38% +$285K 0.54% 15
2019
Q1 		$756K Buy
6,135
+2,396
+64% +$283K 0.43% 22
2018
Q4 		$415K Buy
3,739
+313
+9% +$36.3K 0.26% 34
2018
Q3 		$418K Sell
3,426
-1,754
-34% -$213K 0.27% 40
2018
Q2 		$653K Sell
5,180
-229
-4% -$28.4K 0.48% 29
2018
Q1 		$631K Buy
5,409
+112
+2% +$13.4K 0.41% 38
2017
Q4 		$690K Buy
+5,297
New +$628K 0.4% 38

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Epstein & White Financial's CVX Position: Q2 2021 in Review

Epstein & White Financial increased its Chevron (CVX) stake by 1.4% in Q2 2021, buying an estimated $4.54K and bringing the position to 3,018 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #62.

Epstein & White Financial first reported a position in CVX in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2019. 2,580 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

  • Epstein & White Financial held 3,018 shares of Chevron worth $319K as of Q2 2021.
  • Epstein & White Financial bought 43 Chevron shares in Q2 2021, an estimated $4.54K.
  • Chevron made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #62 holding.
  • Epstein & White Financial first reported a position in Chevron in Q4 2017 and has held it in 15 quarters since.
  • Epstein & White Financial's Chevron position peaked at $1.11M in Q4 2019.
  • 2,580 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.