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Santori & Peters Inc’s Chevron CVX Stock Holding History

Santori & Peters Inc’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
Q1 		– Sell
-3,488
Closed -$317K – 60
2020
Q4 		$317K Sell
3,488
-25
-0.7% -$2.02K 0.18% 56
2020
Q3 		$252K Buy
+3,513
New +$295K 0.17% 60
2020
Q2 		– Sell
-3,644
Closed -$264K – 57
2020
Q1 		$264K Buy
+3,644
New +$360K 0.23% 56
2018
Q1 		– Sell
-664
Closed -$75K – 169
2017
Q4 		$75K Buy
+664
New +$78.7K 0.07% 88

Other funds holding CVX

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Santori & Peters Inc's CVX Position: Q1 2021 in Review

Santori & Peters Inc sold out of Chevron (CVX) in Q1 2021, closing a stake of 3,488 shares — an estimated $317K sold.

Santori & Peters Inc first reported a position in CVX in Q4 2017 and held it in 4 quarters. The position peaked at $317K in Q4 2020. 2,570 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

  • Santori & Peters Inc reported no remaining Chevron position as of Q1 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 3,488 Chevron shares in Q1 2021, an estimated $317K.
  • Santori & Peters Inc first reported a position in Chevron in Q4 2017 and held it in 4 quarters.
  • Santori & Peters Inc's Chevron position peaked at $317K in Q4 2020.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on Santori & Peters Inc's 13F filing for Q1 2021, filed 28 Apr 2021.