MAFM
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Mid Atlantic Financial Management’s Chevron CVX Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$3.7M Buy
36,442
+1,453
+4% +$145K 0.25% 85
2021
Q2 		$3.67M Buy
34,989
+1,954
+6% +$206K 0.25% 85
2021
Q1 		$3.46M Buy
33,035
+257
+0.8% +$25.1K 0.25% 91
2020
Q4 		$2.77M Buy
32,778
+9,153
+39% +$741K 0.21% 106
2020
Q3 		$1.88M Sell
23,625
-5,834
-20% -$491K 0.16% 126
2020
Q2 		$2.63M Sell
29,459
-1,359
-4% -$122K 0.25% 86
2020
Q1 		$2.23M Buy
30,818
+960
+3% +$94.9K 0.26% 85
2019
Q4 		$3.6M Buy
29,858
+9,559
+47% +$1.13M 0.34% 71
2019
Q3 		$2.41M Sell
20,299
-5,025
-20% -$610K 0.26% 76
2019
Q2 		$3.15M Buy
25,324
+5,165
+26% +$625K 0.33% 65
2019
Q1 		$2.48M Sell
20,159
-789
-4% -$93.3K 0.27% 72
2018
Q4 		$2.28M Buy
+20,948
New +$2.43M 0.28% 73

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

Mid Atlantic Financial Management's CVX Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Chevron (CVX) stake by 4.2% in Q3 2021, buying an estimated $145K and bringing the position to 36,442 shares worth $3.7M. The position accounts for 0.25% of the portfolio, ranked #85.

Mid Atlantic Financial Management first reported a position in CVX in Q4 2018 and has held it in 12 quarters since. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Mid Atlantic Financial Management held 36,442 shares of Chevron worth $3.7M as of Q3 2021.
  • Mid Atlantic Financial Management bought 1,453 Chevron shares in Q3 2021, an estimated $145K.
  • Chevron made up 0.25% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #85 holding.
  • Mid Atlantic Financial Management first reported a position in Chevron in Q4 2018 and has held it in 12 quarters since.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.