Schaller Investment Group’s Chevron CVX Stock Holding History

Schaller Investment Group’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 Q4	$485K	Hold	4,027	–	–	0.51%	23
2019 Q3	$478K	Hold	4,027	–	–	0.4%	25
2019 Q2	$501K	Hold	4,027	–	–	0.39%	23
2019 Q1	$496K	Hold	4,027	–	–	0.37%	22
2018 Q4	$438K	Hold	4,027	–	–	0.32%	24
2018 Q3	$492K	Hold	4,027	–	–	0.28%	18
2018 Q2	$509K	Hold	4,027	–	–	0.28%	17
2018 Q1	$459K	Hold	4,027	–	–	0.26%	20
2017 Q4	$504K	Hold	4,027	–	–	0.25%	26
2017 Q3	$473K	Hold	4,027	–	–	0.25%	27
2017 Q2	$420K	Hold	4,027	–	–	0.22%	30
2017 Q1	$432K	Hold	4,027	–	–	0.23%	30
2016 Q4	$474K	Hold	4,027	–	–	0.24%	26
2016 Q3	$414K	Hold	4,027	–	–	0.31%	26
2016 Q2	$422K	Hold	4,027	–	–	0.31%	26
2016 Q1	$384K	Hold	4,027	–	–	0.24%	31
2015 Q4	$362K	Hold	4,027	–	–	0.2%	27
2015 Q3	$318K	Hold	4,027	–	–	0.22%	32
2015 Q2	$388K	Hold	4,027	–	–	0.24%	28
2015 Q1	$423K	Hold	4,027	–	–	0.26%	30
2014 Q4	$452K	Hold	4,027	–	–	0.27%	27
2014 Q3	$481K	Hold	4,027	–	–	0.28%	27
2014 Q2	$526K	Hold	4,027	–	–	0.31%	29
2014 Q1	$479K	Hold	4,027	–	–	0.29%	30
2013 Q4	$503K	Hold	4,027	–	–	0.32%	34
2013 Q3	$489K	Hold	4,027	–	–	0.34%	31
2013 Q2	$477K	Buy	+4,027	New	+$487K	0.33%	34

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Schaller Investment Group's CVX Position: Q4 2019 in Review

Schaller Investment Group held its Chevron (CVX) position steady in Q4 2019 at 4,027 shares worth $485K. The position accounts for 0.51% of the portfolio, ranked #23.

Schaller Investment Group first reported a position in CVX in Q2 2013 and has held it in 27 quarters since. The position peaked at $526K in Q2 2014. 2,590 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

Schaller Investment Group held 4,027 shares of Chevron worth $485K as of Q4 2019.
Schaller Investment Group left its Chevron share count unchanged in Q4 2019.
Chevron made up 0.51% of Schaller Investment Group's portfolio in Q4 2019, its #23 holding.
Schaller Investment Group first reported a position in Chevron in Q2 2013 and has held it in 27 quarters since.
Schaller Investment Group's Chevron position peaked at $526K in Q2 2014.
2,590 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Schaller Investment Group's 13F filing for Q4 2019, filed 12 Feb 2020.