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Foresters Investment Management’s Chevron CVX Stock Holding History

Foresters Investment Management’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
Q3 		$58.9M Sell
496,600
-21,113
-4% -$2.56M 1.17% 7
2019
Q2 		$64.4M Sell
517,713
-70,887
-12% -$8.57M 1.16% 6
2019
Q1 		$72.5M Buy
588,600
+88,450
+18% +$10.5M 1.27% 4
2018
Q4 		$54.4M Buy
500,150
+239,950
+92% +$27.8M 1.03% 11
2018
Q3 		$31.8M Buy
260,200
+109,400
+73% +$13.3M 0.5% 59
2018
Q2 		$19.1M Buy
150,800
+14,700
+11% +$1.82M 0.33% 113
2018
Q1 		$15.5M Sell
136,100
-26,660
-16% -$3.19M 0.26% 142
2017
Q4 		$20.4M Buy
162,760
+700
+0.4% +$83K 0.32% 117
2017
Q3 		$19M Hold
162,060
– – 0.31% 122
2017
Q2 		$16.9M Buy
162,060
+100
+0.1% +$10.6K 0.28% 127
2017
Q1 		$17.4M Buy
161,960
+100
+0.1% +$11.2K 0.31% 120
2016
Q4 		$19.2M Buy
161,860
+500
+0.3% +$54.4K 0.34% 109
2016
Q3 		$16.6M Buy
161,360
+100
+0.1% +$10.2K 0.31% 118
2016
Q2 		$16.9M Buy
161,260
+7,160
+5% +$720K 0.33% 112
2016
Q1 		$14.7M Hold
154,100
– – 0.3% 117
2015
Q4 		$13.9M Buy
154,100
+11,800
+8% +$1.06M 0.28% 124
2015
Q3 		$11.2M Hold
142,300
– – 0.24% 134
2015
Q2 		$13.7M Buy
142,300
+9,200
+7% +$966K 0.26% 131
2015
Q1 		$14M Sell
133,100
-155,000
-54% -$16.5M 0.27% 130
2014
Q4 		$32.3M Sell
288,100
-300
-0.1% -$34.1K 0.65% 53
2014
Q3 		$34.4M Hold
288,400
– – 0.73% 48
2014
Q2 		$37.7M Sell
288,400
-200
-0.1% -$24.9K 0.77% 39
2014
Q1 		$34.3M Buy
288,600
+4,600
+2% +$535K 0.74% 39
2013
Q4 		$35.5M Buy
284,000
+5,000
+2% +$604K 0.77% 38
2013
Q3 		$33.9M Buy
279,000
+5,000
+2% +$615K 0.83% 30
2013
Q2 		$32.4M Buy
+274,000
New +$33.1M 0.98% 27

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $935B AUM

Foresters Investment Management's CVX Position: Q3 2019 in Review

Foresters Investment Management reduced its Chevron (CVX) stake by 4.1% in Q3 2019, selling an estimated $2.56M and leaving 496,600 shares worth $58.9M. The position accounts for 1.17% of the portfolio, ranked #7.

Foresters Investment Management first reported a position in CVX in Q2 2013 and has held it in 26 quarters since. The position peaked at $72.5M in Q1 2019. 2,387 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

  • Foresters Investment Management held 496,600 shares of Chevron worth $58.9M as of Q3 2019.
  • Foresters Investment Management sold 21,113 Chevron shares in Q3 2019, an estimated $2.56M.
  • Chevron made up 1.17% of Foresters Investment Management's portfolio in Q3 2019, its #7 holding.
  • Foresters Investment Management first reported a position in Chevron in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Chevron position peaked at $72.5M in Q1 2019.
  • 2,387 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.