Jupiter Investment Management’s Chevron CVX Stock Holding History

Jupiter 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
2020 Q2	$24.8M	Buy	277,788 +271,485	+4,307%	+$24.3M	0.4%	79
2020 Q1	$456K	Sell	6,303 -380,015	-98%	-$37.6M	0.01%	288
2019 Q4	$46.6M	Sell	386,318 -66,922	-15%	-$7.88M	0.64%	43
2019 Q3	$53.8M	Sell	453,240 -266,653	-37%	-$32.4M	0.69%	40
2019 Q2	$89.6M	Buy	719,893 +709,252	+6,665%	+$85.8M	0.91%	40
2019 Q1	$1.31M	Hold	10,641	–	–	0.01%	239
2018 Q4	$1.16M	Sell	10,641 -53,518	-83%	-$6.2M	0.01%	231
2018 Q3	$7.84M	Sell	64,159 -1,211,413	-95%	-$147M	0.05%	168
2018 Q2	$161M	Buy	1,275,572 +1,178,664	+1,216%	+$146M	1.15%	29
2018 Q1	$11.1M	Sell	96,908 -626,232	-87%	-$74.9M	0.09%	147
2017 Q4	$90.5M	Buy	723,140 +681,644	+1,643%	+$80.8M	0.83%	43
2017 Q3	$4.88M	Sell	41,496 -62,721	-60%	-$6.85M	0.05%	170
2017 Q2	$10.9M	Sell	104,217 -6,732	-6%	-$713K	0.13%	134
2017 Q1	$11.9M	Sell	110,949 -395,855	-78%	-$44.4M	0.17%	106
2016 Q4	$59.6M	Sell	506,804 -186,546	-27%	-$20.3M	1.03%	35
2016 Q3	$71.4M	Buy	693,350 +269,347	+64%	+$27.5M	1.24%	20
2016 Q2	$44.4M	Buy	424,003 +85,833	+25%	+$8.63M	0.83%	38
2016 Q1	$32.3M	Buy	338,170 +133,382	+65%	+$11.7M	0.66%	52
2015 Q4	$18.4M	Sell	204,788 -14,804	-7%	-$1.33M	0.49%	69
2015 Q3	$17.3M	Buy	219,592 +91,175	+71%	+$7.67M	0.49%	64
2015 Q2	$12.4M	Buy	128,417 +119,782	+1,387%	+$12.6M	0.36%	79
2015 Q1	$906K	Sell	8,635 -4,165	-33%	-$444K	0.03%	229
2014 Q4	$1.44M	Sell	12,800 -12,455	-49%	-$1.42M	0.05%	238
2014 Q3	$3.01M	Sell	25,255 -364	-1%	-$46.4K	0.15%	122
2014 Q2	$3.34M	Buy	25,619 +6,908	+37%	+$859K	0.19%	119
2014 Q1	$2.22M	Sell	18,711 -3,803	-17%	-$442K	0.15%	164
2013 Q4	$2.81M	Sell	22,514 -9,374	-29%	-$1.13M	0.24%	135
2013 Q3	$3.87M	Buy	31,888 +17,276	+118%	+$2.12M	0.37%	107
2013 Q2	$1.73M	Buy	+14,612	New	+$1.77M	0.21%	166

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Investment Management's CVX Position: Q2 2020 in Review

Jupiter Investment Management increased its Chevron (CVX) stake by 4,307% in Q2 2020, buying an estimated $24.3M and bringing the position to 277,788 shares worth $24.8M. The position accounts for 0.4% of the portfolio, ranked #79.

Jupiter Investment Management first reported a position in CVX in Q2 2013 and has held it in 29 quarters since. The position peaked at $161M in Q2 2018. 2,369 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

Jupiter Investment Management held 277,788 shares of Chevron worth $24.8M as of Q2 2020.
Jupiter Investment Management bought 271,485 Chevron shares in Q2 2020, an estimated $24.3M.
Chevron made up 0.4% of Jupiter Investment Management's portfolio in Q2 2020, its #79 holding.
Jupiter Investment Management first reported a position in Chevron in Q2 2013 and has held it in 29 quarters since.
Jupiter Investment Management's Chevron position peaked at $161M in Q2 2018.
2,369 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.