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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Chevron CVX Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$983K Sell
11,640
-76
-0.6% -$6.15K 0.25% 38
2020
Q3 		$844K Sell
11,716
-1,718
-13% -$144K 0.24% 40
2020
Q2 		$1.2M Sell
13,434
-814
-6% -$72.9K 0.35% 19
2020
Q1 		$1.03M Buy
14,248
+146
+1% +$14.4K 0.29% 24
2019
Q4 		$1.7M Sell
14,102
-1,280
-8% -$151K 0.39% 23
2019
Q3 		$1.82M Buy
15,382
+239
+2% +$29K 0.46% 21
2019
Q2 		$1.88M Sell
15,143
-695
-4% -$84K 0.5% 19
2019
Q1 		$1.95M Buy
15,838
+553
+4% +$65.4K 0.56% 18
2018
Q4 		$1.66M Buy
15,285
+855
+6% +$99K 0.54% 18
2018
Q3 		$1.76M Buy
14,430
+761
+6% +$92.3K 0.6% 13
2018
Q2 		$1.73M Sell
13,669
-437
-3% -$54.2K 0.62% 11
2018
Q1 		$1.61M Buy
+14,106
New +$1.69M 0.58% 12
2017
Q4 		– Sell
-14,338
Closed -$1.68M – 293
2017
Q3 		$1.68M Buy
14,338
+14
+0.1% +$1.53K 0.69% 10
2017
Q2 		$1.49M Sell
14,324
-559
-4% -$59.2K 0.59% 13
2017
Q1 		$1.6M Sell
14,883
-13,279
-47% -$1.49M 0.65% 12
2016
Q4 		$3.32M Buy
28,162
+14,485
+106% +$1.58M 0.9% 10
2016
Q3 		$1.41M Sell
13,677
-7,129
-34% -$728K 0.56% 12
2016
Q2 		$2.18M Sell
20,806
-45
-0.2% -$4.53K 0.89% 9
2016
Q1 		$1.99M Buy
20,851
+1,070
+5% +$93.6K 0.94% 10
2015
Q4 		$1.78M Buy
+19,781
New +$1.78M 0.87% 11

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Genovese Burford & Brothers Wealth & Retirement Plan Management's CVX Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Chevron (CVX) stake by 0.65% in Q4 2020, selling an estimated $6.15K and leaving 11,640 shares worth $983K. The position accounts for 0.25% of the portfolio, ranked #38.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in CVX in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.32M in Q4 2016. 2,480 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 11,640 shares of Chevron worth $983K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 76 Chevron shares in Q4 2020, an estimated $6.15K.
  • Chevron made up 0.25% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #38 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Chevron in Q4 2015 and has held it in 20 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Chevron position peaked at $3.32M in Q4 2016.
  • 2,480 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.