Resource Management’s Chevron CVX Stock Holding History

Resource 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 Q4	$7.09M	Sell	60,416 -988	-2%	-$112K	0.73%	17
2021 Q3	$6.23M	Buy	61,404 +924	+2%	+$92.2K	0.71%	16
2021 Q2	$6.33M	Buy	60,480 +448	+0.7%	+$47.3K	0.73%	17
2021 Q1	$6.29M	Sell	60,032 -175	-0.3%	-$17.1K	0.76%	17
2020 Q4	$5.08M	Sell	60,207 -1,186	-2%	-$96K	0.69%	18
2020 Q3	$4.42M	Buy	61,393 +4,694	+8%	+$395K	0.72%	21
2020 Q2	$5.06M	Sell	56,699 -1,470	-3%	-$132K	0.88%	15
2020 Q1	$215K	Sell	58,169 -1,449	-2%	-$143K	0.05%	121
2019 Q4	$7.18M	Sell	59,618 -495	-0.8%	-$58.3K	1.15%	13
2019 Q3	$7.13M	Sell	60,113 -749	-1%	-$91K	1.24%	13
2019 Q2	$7.57M	Sell	60,862 -1,563	-3%	-$189K	1.31%	11
2019 Q1	$7.69M	Sell	62,425 -2,249	-3%	-$266K	1.38%	11
2018 Q4	$7.04M	Sell	64,674 -886	-1%	-$103K	1.47%	10
2018 Q3	$8.02M	Buy	65,560 +8,404	+15%	+$1.02M	1.47%	9
2018 Q2	$7.23M	Sell	57,156 -2,278	-4%	-$283K	1.41%	9
2018 Q1	$6.78M	Sell	59,434 -6,509	-10%	-$778K	1.44%	10
2017 Q4	$7.47M	Buy	+65,943	New	+$7.82M	1.52%	9

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Resource Management's CVX Position: Q4 2021 in Review

Resource Management reduced its Chevron (CVX) stake by 1.6% in Q4 2021, selling an estimated $112K and leaving 60,416 shares worth $7.09M. The position accounts for 0.73% of the portfolio, ranked #17.

Resource Management first reported a position in CVX in Q4 2017 and has held it in 17 quarters since. The position peaked at $8.02M in Q3 2018. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Resource Management held 60,416 shares of Chevron worth $7.09M as of Q4 2021.
Resource Management sold 988 Chevron shares in Q4 2021, an estimated $112K.
Chevron made up 0.73% of Resource Management's portfolio in Q4 2021, its #17 holding.
Resource Management first reported a position in Chevron in Q4 2017 and has held it in 17 quarters since.
Resource Management's Chevron position peaked at $8.02M in Q3 2018.
2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.