LifePlan Financial Group’s Chevron CVX Stock Holding History

LifePlan Financial 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
2020 Q3	$78K	Hold	1,081	–	–	0.03%	211
2020 Q2	$96K	Hold	1,081	–	–	0.04%	181
2020 Q1	$78K	Hold	1,081	–	–	0.04%	186
2019 Q4	$130K	Buy	1,081 +51	+5%	+$6.01K	0.06%	164
2019 Q3	$122K	Hold	1,030	–	–	0.06%	163
2019 Q2	$128K	Hold	1,030	–	–	0.06%	160
2019 Q1	$127K	Hold	1,030	–	–	0.07%	166
2018 Q4	$112K	Hold	1,030	–	–	0.07%	162
2018 Q3	$126K	Hold	1,030	–	–	0.07%	159
2018 Q2	$130K	Sell	1,030 -800	-44%	-$99.3K	0.07%	155
2018 Q1	$209K	Buy	1,830 +70	+4%	+$8.37K	0.12%	109
2017 Q4	$207K	Hold	1,760	–	–	0.13%	107
2017 Q3	$207K	Sell	1,760 -327	-16%	-$35.7K	0.13%	107
2017 Q2	$218K	Hold	2,087	–	–	0.15%	101
2017 Q1	$224K	Hold	2,087	–	–	0.16%	104
2016 Q4	$246K	Buy	2,087 +118	+6%	+$12.8K	0.17%	104
2016 Q3	$203K	Buy	+1,969	New	+$201K	0.14%	108
2015 Q3	–	Sell	-2,179	Closed	-$210K	–	90
2015 Q2	$210K	Buy	+2,179	New	+$229K	0.14%	91
2015 Q1	–	Sell	-1,865	Closed	-$209K	–	81
2014 Q4	$209K	Hold	1,865	–	–	0.14%	76
2014 Q3	$223K	Hold	1,865	–	–	0.19%	60
2014 Q2	$243K	Hold	1,865	–	–	0.17%	54
2014 Q1	$222K	Buy	1,865 +204	+12%	+$23.7K	0.18%	56
2013 Q4	$207K	Buy	1,661 +400	+32%	+$48.4K	0.14%	58
2013 Q3	$153K	Buy	1,261 +1,126	+834%	+$138K	0.12%	54
2013 Q2	$16K	Buy	+135	New	+$16.3K	0.02%	103

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

LifePlan Financial Group's CVX Position: Q3 2020 in Review

LifePlan Financial Group held its Chevron (CVX) position steady in Q3 2020 at 1,081 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #211.

LifePlan Financial Group first reported a position in CVX in Q2 2013 and has held it in 25 quarters since. The position peaked at $246K in Q4 2016. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

LifePlan Financial Group held 1,081 shares of Chevron worth $78K as of Q3 2020.
LifePlan Financial Group left its Chevron share count unchanged in Q3 2020.
Chevron made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #211 holding.
LifePlan Financial Group first reported a position in Chevron in Q2 2013 and has held it in 25 quarters since.
LifePlan Financial Group's Chevron position peaked at $246K in Q4 2016.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.