Gyroscope Capital Management Group’s Chevron CVX Stock Holding History

Gyroscope Capital Management Group’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
2023 Q3	$1.61M	Buy	+9,577	New	+$1.55M	0.37%	69
2023 Q2	–	Sell	-1,496	Closed	-$244K	–	199
2023 Q1	$244K	Buy	+1,496	New	+$251K	0.06%	155
2021 Q4	–	Sell	-2,031	Closed	-$206K	–	122
2021 Q3	$206K	Sell	2,031 -200	-9%	-$19.9K	0.08%	110
2021 Q2	$234K	Buy	2,231 +300	+16%	+$31.7K	0.08%	108
2021 Q1	$202K	Buy	+1,931	New	+$189K	0.08%	109
2020 Q3	–	Sell	-2,679	Closed	-$239K	–	116
2020 Q2	$239K	Buy	+2,679	New	+$240K	0.11%	105
2020 Q1	–	Sell	-1,848	Closed	-$223K	–	116
2019 Q4	$223K	Sell	1,848 -36	-2%	-$4.24K	0.08%	112
2019 Q3	$213K	Buy	1,884 +36	+2%	+$4.37K	0.08%	113
2019 Q2	$228K	Buy	+1,848	New	+$223K	0.09%	112
2019 Q1	–	Sell	-16,664	Closed	-$1.81M	–	141
2018 Q4	$1.81M	Buy	+16,664	New	+$1.93M	0.69%	41
2017 Q2	–	Sell	-46,676	Closed	-$5.01M	–	117
2017 Q1	$5.01M	Buy	46,676 +7,687	+20%	+$862K	3.01%	18
2016 Q4	$4.59M	Buy	38,989 +1,155	+3%	+$126K	3.07%	13
2016 Q3	$3.89M	Buy	+37,834	New	+$3.86M	2.91%	21

Other funds holding CVX

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gyroscope Capital Management Group's CVX Position: Q3 2023 in Review

Gyroscope Capital Management Group opened a new position in Chevron (CVX) in Q3 2023: 9,577 shares worth $1.61M. The stake represents 0.37% of the portfolio and ranks #69 among its holdings. This is a return to the name: Gyroscope Capital Management Group previously reported a position in CVX as recently as Q1 2023.

Gyroscope Capital Management Group first reported a position in CVX in Q3 2016 and has held it in 13 quarters since. The position peaked at $5.01M in Q1 2017. 3,327 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

Gyroscope Capital Management Group held 9,577 shares of Chevron worth $1.61M as of Q3 2023.
Chevron was a new Gyroscope Capital Management Group position in Q3 2023.
Chevron made up 0.37% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #69 holding.
Gyroscope Capital Management Group first reported a position in Chevron in Q3 2016 and has held it in 13 quarters since.
Gyroscope Capital Management Group's Chevron position peaked at $5.01M in Q1 2017.
3,327 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.