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IberiaBank’s Chevron CVX Stock Holding History

IberiaBank’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
Q2 		$8.92M Buy
99,961
+2,006
+2% +$180K 1.05% 24
2020
Q1 		$7.1M Buy
97,955
+17,586
+22% +$1.74M 0.93% 33
2019
Q4 		$9.69M Sell
80,369
-213
-0.3% -$25.1K 1.02% 34
2019
Q3 		$9.56M Buy
80,582
+4,404
+6% +$535K 1.1% 33
2019
Q2 		$9.48M Buy
76,178
+2,958
+4% +$358K 1.04% 33
2019
Q1 		$9.02M Buy
73,220
+1,002
+1% +$119K 1.05% 30
2018
Q4 		$7.86M Buy
72,218
+8,768
+14% +$1.02M 1.02% 27
2018
Q3 		$7.76M Buy
63,450
+14,859
+31% +$1.8M 0.97% 25
2018
Q2 		$6.14M Buy
48,591
+3,382
+7% +$420K 1.07% 22
2018
Q1 		$5.16M Sell
45,209
-1,127
-2% -$135K 1.03% 22
2017
Q4 		$5.82M Buy
46,336
+2,282
+5% +$271K 0.91% 29
2017
Q3 		$5.19M Buy
44,054
+7,126
+19% +$778K 0.86% 35
2017
Q2 		$3.85M Sell
36,928
-147
-0.4% -$15.6K 1.15% 29
2017
Q1 		$3.98M Sell
37,075
-3,486
-9% -$391K 1.25% 24
2016
Q4 		$4.77M Buy
40,561
+3,171
+8% +$345K 1.75% 18
2016
Q3 		$3.85M Buy
37,390
+2,874
+8% +$293K 1.64% 27
2016
Q2 		$3.62M Buy
34,516
+1,581
+5% +$159K 1.59% 26
2016
Q1 		$3.14M Buy
32,935
+1,458
+5% +$128K 1.48% 30
2015
Q4 		$2.83M Buy
31,477
+1,272
+4% +$115K 1.27% 33
2015
Q3 		$2.38M Sell
30,205
-10,707
-26% -$901K 1.22% 34
2015
Q2 		$3.95M Buy
40,912
+2,824
+7% +$297K 1.76% 18
2015
Q1 		$4M Buy
38,088
+8,375
+28% +$894K 1.79% 6
2014
Q4 		$3.33M Sell
29,713
-76
-0.3% -$8.63K 1.82% 7
2014
Q3 		$3.55M Buy
29,789
+1,497
+5% +$191K 2% 5
2014
Q2 		$3.69M Buy
28,292
+1,372
+5% +$171K 2.06% 3
2014
Q1 		$3.2M Buy
26,920
+1,293
+5% +$150K 1.97% 4
2013
Q4 		$3.2M Buy
25,627
+413
+2% +$49.9K 2.09% 5
2013
Q3 		$3.06M Buy
25,214
+4,532
+22% +$557K 2.01% 6
2013
Q2 		$2.45M Buy
+20,682
New +$2.5M 1.85% 6

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IberiaBank's CVX Position: Q2 2020 in Review

IberiaBank increased its Chevron (CVX) stake by 2% in Q2 2020, buying an estimated $180K and bringing the position to 99,961 shares worth $8.92M. The position accounts for 1.05% of the portfolio, ranked #24.

IberiaBank first reported a position in CVX in Q2 2013 and has held it in 29 quarters since. The position peaked at $9.69M in Q4 2019. 2,370 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

  • IberiaBank held 99,961 shares of Chevron worth $8.92M as of Q2 2020.
  • IberiaBank bought 2,006 Chevron shares in Q2 2020, an estimated $180K.
  • Chevron made up 1.05% of IberiaBank's portfolio in Q2 2020, its #24 holding.
  • IberiaBank first reported a position in Chevron in Q2 2013 and has held it in 29 quarters since.
  • IberiaBank's Chevron position peaked at $9.69M in Q4 2019.
  • 2,370 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.