FFSOTS
CVX icon

Fiduciary Financial Services of The Southwest’s Chevron CVX Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$1.53M Buy
12,715
+170
+1% +$20K 0.4% 66
2019
Q3 		$1.49M Sell
12,545
-102
-0.8% -$12.4K 0.4% 67
2019
Q2 		$1.57M Buy
12,647
+520
+4% +$62.9K 0.45% 63
2019
Q1 		$1.49M Buy
12,127
+27
+0.2% +$3.19K 0.43% 62
2018
Q4 		$1.32M Hold
12,100
– – 0.42% 65
2018
Q3 		$1.48M Hold
12,100
– – 0.41% 65
2018
Q2 		$1.53M Buy
12,100
+32
+0.3% +$3.97K 0.46% 63
2018
Q1 		$1.38M Sell
12,068
-40
-0.3% -$4.78K 0.42% 67
2017
Q4 		$1.52M Hold
12,108
– – 0.44% 69
2017
Q3 		$1.42M Hold
12,108
– – 0.43% 71
2017
Q2 		$1.26M Buy
12,108
+210
+2% +$22.2K 0.39% 75
2017
Q1 		$1.28M Hold
11,898
– – 0.41% 76
2016
Q4 		$1.4M Hold
11,898
– – 0.46% 67
2016
Q3 		$1.23M Hold
11,898
– – 0.39% 75
2016
Q2 		$1.25M Hold
11,898
– – 0.4% 69
2016
Q1 		$1.14M Hold
11,898
– – 0.4% 70
2015
Q4 		$1.07M Hold
11,898
– – 0.38% 76
2015
Q3 		$939K Sell
11,898
-21,945
-65% -$1.85M 0.33% 87
2015
Q2 		$3.27M Sell
33,843
-501
-1% -$52.6K 1.01% 29
2015
Q1 		$3.6M Sell
34,344
-1,302
-4% -$139K 1.06% 26
2014
Q4 		$4M Buy
35,646
+1,107
+3% +$126K 1.15% 25
2014
Q3 		$4.12M Sell
34,539
-120
-0.3% -$15.3K 1.16% 22
2014
Q2 		$4.53M Sell
34,659
-15
-0% -$1.87K 1.27% 22
2014
Q1 		$4.12M Buy
34,674
+45
+0.1% +$5.23K 1.25% 24
2013
Q4 		$4.33M Sell
34,629
-220
-0.6% -$26.6K 1.36% 21
2013
Q3 		$4.23M Buy
34,849
+11,563
+50% +$1.42M 1.4% 21
2013
Q2 		$2.76M Buy
+23,286
New +$2.81M 0.92% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fiduciary Financial Services of The Southwest's CVX Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Chevron (CVX) stake by 1.4% in Q4 2019, buying an estimated $20K and bringing the position to 12,715 shares worth $1.53M. The position accounts for 0.4% of the portfolio, ranked #66.

Fiduciary Financial Services of The Southwest first reported a position in CVX in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.53M in Q2 2014. 2,590 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 12,715 shares of Chevron worth $1.53M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest bought 170 Chevron shares in Q4 2019, an estimated $20K.
  • Chevron made up 0.4% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #66 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Chevron in Q2 2013 and has held it in 27 quarters since.
  • Fiduciary Financial Services of The Southwest's Chevron position peaked at $4.53M in Q2 2014.
  • 2,590 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.