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Stearns Financial Services Group’s Chevron CVX Stock Holding History

Stearns Financial Services 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
2020
Q3 		$22K Hold
300
– – ﹤0.01% 189
2020
Q2 		$27K Buy
+300
New +$26.9K ﹤0.01% 171

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stearns Financial Services Group's CVX Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Chevron (CVX) stake by 7.9% in Q3 2020, selling an estimated $137K and leaving 18,924 shares worth $1.36M. The position accounts for 0.21% of the portfolio, ranked #44.

Stearns Financial Services Group first reported a position in CVX in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.49M in Q4 2017. 2,272 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

  • Stearns Financial Services Group held 18,924 shares of Chevron worth $1.36M as of Q3 2020.
  • Stearns Financial Services Group sold 1,631 Chevron shares in Q3 2020, an estimated $137K.
  • Chevron made up 0.21% of Stearns Financial Services Group's portfolio in Q3 2020, its #44 holding.
  • Stearns Financial Services Group first reported a position in Chevron in Q2 2013 and has held it in 30 quarters since.
  • Stearns Financial Services Group's Chevron position peaked at $3.49M in Q4 2017.
  • 2,272 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.