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Lehman Financial Resources’s Chevron CVX Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$4.21M Buy
34,469
+676
+2% +$82K 1.98% 12
2018
Q2 		$4.27M Sell
33,793
-299
-0.9% -$37.1K 2.15% 12
2018
Q1 		$3.89M Sell
34,092
-999
-3% -$119K 1.99% 12
2017
Q4 		$4.39M Buy
35,091
+201
+0.6% +$23.8K 2.28% 12
2017
Q3 		$4.1M Buy
34,890
+254
+0.7% +$27.7K 2.08% 14
2017
Q2 		$3.61M Buy
34,636
+301
+0.9% +$31.9K 2.03% 14
2017
Q1 		$3.69M Buy
34,335
+50
+0.1% +$5.61K 2.04% 17
2016
Q4 		$4.04M Sell
34,285
-399
-1% -$43.5K 2.3% 15
2016
Q3 		$3.57M Buy
34,684
+301
+0.9% +$30.7K 2.06% 18
2016
Q2 		$3.6M Buy
34,383
+110
+0.3% +$11.1K 1.81% 17
2016
Q1 		$3.27M Sell
34,273
-4,798
-12% -$420K 1.74% 18
2015
Q4 		$3.51M Sell
39,071
-1,328
-3% -$120K 1.89% 14
2015
Q3 		$3.19M Sell
40,399
-3,341
-8% -$281K 1.62% 15
2015
Q2 		$4.22M Buy
43,740
+1,643
+4% +$173K 2.04% 11
2015
Q1 		$4.42M Buy
42,097
+1,251
+3% +$134K 2.03% 10
2014
Q4 		$4.58M Buy
40,846
+38,580
+1,703% +$4.38M 2.25% 8
2014
Q3 		$270K Hold
2,266
– – 0.14% 53
2014
Q2 		$296K Hold
2,266
– – 0.14% 52
2014
Q1 		$269K Hold
2,266
– – 0.14% 52
2013
Q4 		$283K Hold
2,266
– – 0.17% 50
2013
Q3 		$275K Buy
2,266
+110
+5% +$13.5K 0.18% 49
2013
Q2 		$255K Buy
+2,156
New +$261K 0.17% 46

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lehman Financial Resources's CVX Position: Q3 2018 in Review

Lehman Financial Resources increased its Chevron (CVX) stake by 2% in Q3 2018, buying an estimated $82K and bringing the position to 34,469 shares worth $4.21M. The position accounts for 1.98% of the portfolio, ranked #12.

Lehman Financial Resources first reported a position in CVX in Q2 2013 and has held it in 22 quarters since. The position peaked at $4.58M in Q4 2014. 2,237 funds tracked by Wall St. Rank hold CVX as of Q3 2018.

  • Lehman Financial Resources held 34,469 shares of Chevron worth $4.21M as of Q3 2018.
  • Lehman Financial Resources bought 676 Chevron shares in Q3 2018, an estimated $82K.
  • Chevron made up 1.98% of Lehman Financial Resources's portfolio in Q3 2018, its #12 holding.
  • Lehman Financial Resources first reported a position in Chevron in Q2 2013 and has held it in 22 quarters since.
  • Lehman Financial Resources's Chevron position peaked at $4.58M in Q4 2014.
  • 2,237 funds tracked by Wall St. Rank held Chevron as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.