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Mercer Capital Advisers’s Chevron CVX Stock Holding History

Mercer Capital Advisers’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
2021
Q3 		$773K Sell
7,616
-2,383
-24% -$238K 0.41% 42
2021
Q2 		$1.05M Sell
9,999
-129
-1% -$13.6K 0.52% 35
2021
Q1 		$1.06M Sell
10,128
-134
-1% -$13.1K 0.57% 35
2020
Q4 		$867K Buy
10,262
+23
+0.2% +$1.86K 0.48% 36
2020
Q3 		$737K Sell
10,239
-376
-4% -$31.6K 0.45% 40
2020
Q2 		$947K Buy
10,615
+21
+0.2% +$1.88K 0.6% 30
2020
Q1 		$768K Sell
10,594
-426
-4% -$42.1K 0.57% 33
2019
Q4 		$1.33M Sell
11,020
-393
-3% -$46.3K 0.8% 27
2019
Q3 		$1.35M Buy
11,413
+16
+0.1% +$1.94K 0.86% 25
2019
Q2 		$1.42M Buy
11,397
+15
+0.1% +$1.81K 0.92% 25
2019
Q1 		$1.4M Buy
11,382
+15
+0.1% +$1.77K 0.94% 26
2018
Q4 		$1.24M Buy
11,367
+14
+0.1% +$1.62K 0.92% 26
2018
Q3 		$1.39M Sell
11,353
-135
-1% -$16.4K 0.93% 25
2018
Q2 		$1.45M Sell
11,488
-237
-2% -$29.4K 1.05% 23
2018
Q1 		$1.34M Sell
11,725
-411
-3% -$49.1K 0.98% 23
2017
Q4 		$1.52M Sell
12,136
-1,582
-12% -$188K 1.1% 22
2017
Q3 		$1.61M Sell
13,718
-236
-2% -$25.8K 1.2% 22
2017
Q2 		$1.46M Sell
13,954
-489
-3% -$51.8K 1.09% 22
2017
Q1 		$1.55M Sell
14,443
-111
-0.8% -$12.4K 1.19% 20
2016
Q4 		$1.71M Buy
14,554
+83
+0.6% +$9.04K 1.37% 18
2016
Q3 		$1.52M Sell
14,471
-849
-6% -$86.7K 1.22% 20
2016
Q2 		$1.61M Buy
15,320
+784
+5% +$78.9K 1.31% 19
2016
Q1 		$1.39M Buy
14,536
+117
+0.8% +$10.2K 1.19% 20
2015
Q4 		$1.3M Sell
14,419
-134
-0.9% -$12.1K 1.14% 20
2015
Q3 		$1.15M Buy
14,553
+18
+0.1% +$1.51K 1.06% 21
2015
Q2 		$1.4M Sell
14,535
-136
-0.9% -$14.3K 1.26% 19
2015
Q1 		$1.54M Buy
14,671
+13
+0.1% +$1.39K 1.38% 18
2014
Q4 		$1.64M Buy
+14,658
New +$1.67M 1.45% 18

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mercer Capital Advisers's CVX Position: Q3 2021 in Review

Mercer Capital Advisers reduced its Chevron (CVX) stake by 24% in Q3 2021, selling an estimated $238K and leaving 7,616 shares worth $773K. The position accounts for 0.41% of the portfolio, ranked #42.

Mercer Capital Advisers first reported a position in CVX in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.71M in Q4 2016. 2,570 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Mercer Capital Advisers held 7,616 shares of Chevron worth $773K as of Q3 2021.
  • Mercer Capital Advisers sold 2,383 Chevron shares in Q3 2021, an estimated $238K.
  • Chevron made up 0.41% of Mercer Capital Advisers's portfolio in Q3 2021, its #42 holding.
  • Mercer Capital Advisers first reported a position in Chevron in Q4 2014 and has held it in 28 quarters since.
  • Mercer Capital Advisers's Chevron position peaked at $1.71M in Q4 2016.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.