Lodestar Investment Counsel’s Chevron CVX Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$7.01M	Buy	56,354 +2,125	+4%	+$257K	0.72%	47
2019 Q1	$6.68M	Buy	54,229 +495	+0.9%	+$58.6K	0.71%	46
2018 Q4	$5.85M	Buy	53,734 +8,131	+18%	+$942K	0.71%	43
2018 Q3	$5.58M	Buy	45,603 +4,600	+11%	+$558K	0.6%	48
2018 Q2	$5.18M	Buy	41,003 +149	+0.4%	+$18.5K	0.6%	49
2018 Q1	$4.66M	Buy	40,854 +825	+2%	+$98.6K	0.54%	51
2017 Q4	$5.01M	Buy	40,029 +2,000	+5%	+$237K	0.58%	53
2017 Q3	$4.47M	Sell	38,029 -50	-0.1%	-$5.46K	0.55%	54
2017 Q2	$3.97M	Sell	38,079 -35	-0.1%	-$3.71K	0.51%	55
2017 Q1	$4.09M	Sell	38,114 -950	-2%	-$107K	0.53%	54
2016 Q4	$4.6M	Buy	39,064 +2,375	+6%	+$259K	0.62%	54
2016 Q3	$3.78M	Sell	36,689 -2,893	-7%	-$295K	0.52%	55
2016 Q2	$4.15M	Sell	39,582 -375	-0.9%	-$37.7K	0.59%	54
2016 Q1	$3.81M	Buy	39,957 +6,803	+21%	+$595K	0.55%	56
2015 Q4	$2.98M	Sell	33,154 -545	-2%	-$49.1K	0.47%	59
2015 Q3	$2.66M	Buy	33,699 +175	+0.5%	+$14.7K	0.45%	59
2015 Q2	$3.23M	Buy	33,524 +2,800	+9%	+$294K	0.51%	60
2015 Q1	$3.23M	Buy	30,724 +19,258	+168%	+$2.06M	0.5%	58
2014 Q4	$1.29M	Sell	11,466 -600	-5%	-$68.2K	0.37%	46
2014 Q3	$1.44M	Sell	12,066 -200	-2%	-$25.5K	0.44%	45
2014 Q2	$1.6M	Buy	12,266 +600	+5%	+$74.6K	0.48%	44
2014 Q1	$1.39M	Buy	11,666 +1,662	+17%	+$193K	0.43%	46
2013 Q4	$1.25M	Hold	10,004	–	–	0.41%	47
2013 Q3	$1.22M	Buy	10,004 +200	+2%	+$24.6K	0.44%	43
2013 Q2	$1.16M	Buy	+9,804	New	+$1.18M	0.44%	44

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Norges Bank Oslo, Norway $935B AUM

Lodestar Investment Counsel's CVX Position: Q2 2019 in Review

Lodestar Investment Counsel increased its Chevron (CVX) stake by 3.9% in Q2 2019, buying an estimated $257K and bringing the position to 56,354 shares worth $7.01M. The position accounts for 0.72% of the portfolio, ranked #47.

Lodestar Investment Counsel first reported a position in CVX in Q2 2013 and has held it in 25 quarters since. 2,394 funds tracked by Wall St. Rank hold CVX as of Q2 2019.

Lodestar Investment Counsel held 56,354 shares of Chevron worth $7.01M as of Q2 2019.
Lodestar Investment Counsel bought 2,125 Chevron shares in Q2 2019, an estimated $257K.
Chevron made up 0.72% of Lodestar Investment Counsel's portfolio in Q2 2019, its #47 holding.
Lodestar Investment Counsel first reported a position in Chevron in Q2 2013 and has held it in 25 quarters since.
2,394 funds tracked by Wall St. Rank held Chevron as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.