Stillwater Investment Management (Minnesota)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $520K | Buy |
3,188
+30
| +0.9% | +$5.03K | 0.14% | 62 |
|
|
2022
Q4 | $567K | Buy |
3,158
+26
| +0.8% | +$4.54K | 0.16% | 62 |
|
|
2022
Q3 | $450K | Buy |
3,132
+27
| +0.9% | +$4.12K | 0.14% | 65 |
|
|
2022
Q2 | $450K | Buy |
3,105
+25
| +0.8% | +$4.13K | 0.13% | 66 |
|
|
2022
Q1 | $502K | Buy |
3,080
+25
| +0.8% | +$3.58K | 0.13% | 62 |
|
|
2021
Q4 | $358K | Buy |
3,055
+35
| +1% | +$3.98K | 0.09% | 72 |
|
|
2021
Q3 | $306K | Buy |
3,020
+41
| +1% | +$4.09K | 0.08% | 74 |
|
|
2021
Q2 | $312K | Buy |
2,979
+36
| +1% | +$3.8K | 0.08% | 74 |
|
|
2021
Q1 | $308K | Buy |
2,943
+34
| +1% | +$3.32K | 0.09% | 71 |
|
|
2020
Q4 | $246K | Sell |
2,909
-180
| -6% | -$14.6K | 0.08% | 74 |
|
|
2020
Q3 | $222K | Sell |
3,089
-1,991
| -39% | -$167K | 0.08% | 63 |
|
|
2020
Q2 | $453K | Buy |
5,080
+1,816
| +56% | +$163K | 0.18% | 55 |
|
|
2020
Q1 | $237K | Buy |
3,264
+304
| +10% | +$30K | 0.11% | 62 |
|
|
2019
Q4 | $357K | Sell |
2,960
-11
| -0.4% | -$1.3K | 0.14% | 58 |
|
|
2019
Q3 | $352K | Buy |
2,971
+28
| +1% | +$3.4K | 0.15% | 58 |
|
|
2019
Q2 | $366K | Buy |
2,943
+109
| +4% | +$13.2K | 0.15% | 56 |
|
|
2019
Q1 | $349K | Buy |
2,834
+27
| +1% | +$3.19K | 0.14% | 58 |
|
|
2018
Q4 | $305K | Buy |
2,807
+27
| +1% | +$3.13K | 0.14% | 57 |
|
|
2018
Q3 | $340K | Buy |
2,780
+107
| +4% | +$13K | 0.14% | 58 |
|
|
2018
Q2 | $338K | Buy |
2,673
+23
| +0.9% | +$2.85K | 0.15% | 57 |
|
|
2018
Q1 | $302K | Buy |
2,650
+25
| +1% | +$2.99K | 0.13% | 59 |
|
|
2017
Q4 | $329K | Buy |
2,625
+23
| +0.9% | +$2.73K | 0.2% | 55 |
|
|
2017
Q3 | $306K | Buy |
2,602
+25
| +1% | +$2.73K | 0.14% | 62 |
|
|
2017
Q2 | $269K | Buy |
2,577
+26
| +1% | +$2.75K | 0.13% | 64 |
|
|
2017
Q1 | $274K | Buy |
2,551
+148
| +6% | +$16.6K | 0.13% | 68 |
|
|
2016
Q4 | $283K | Buy |
2,403
+22
| +0.9% | +$2.4K | 0.15% | 67 |
|
|
2016
Q3 | $245K | Buy |
2,381
+25
| +1% | +$2.55K | 0.13% | 69 |
|
|
2016
Q2 | $247K | Buy |
2,356
+25
| +1% | +$2.52K | 0.14% | 69 |
|
|
2016
Q1 | $222K | Buy |
+2,331
| New | +$204K | 0.13% | 68 |
|
|
2015
Q2 | – | Sell |
-2,031
| Closed | -$213K | – | 68 |
|
|
2015
Q1 | $213K | Buy |
2,031
+20
| +1% | +$2.13K | 0.14% | 62 |
|
|
2014
Q4 | $226K | Buy |
2,011
+20
| +1% | +$2.27K | 0.15% | 61 |
|
|
2014
Q3 | $238K | Buy |
1,991
+18
| +0.9% | +$2.3K | 0.17% | 61 |
|
|
2014
Q2 | $258K | Buy |
1,973
+16
| +0.8% | +$1.99K | 0.19% | 61 |
|
|
2014
Q1 | $233K | Sell |
1,957
-836
| -30% | -$97.2K | 0.18% | 63 |
|
|
2013
Q4 | $349K | Buy |
+2,793
| New | +$338K | 0.27% | 62 |
|
Other funds holding CVX
Stillwater Investment Management (Minnesota)'s CVX Position: Q1 2023 in Review
Stillwater Investment Management (Minnesota) increased its Chevron (CVX) stake by 0.95% in Q1 2023, buying an estimated $5.03K and bringing the position to 3,188 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #62.
Stillwater Investment Management (Minnesota) first reported a position in CVX in Q4 2013 and has held it in 35 quarters since. The position peaked at $567K in Q4 2022. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.
- Stillwater Investment Management (Minnesota) held 3,188 shares of Chevron worth $520K as of Q1 2023.
- Stillwater Investment Management (Minnesota) bought 30 Chevron shares in Q1 2023, an estimated $5.03K.
- Chevron made up 0.14% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #62 holding.
- Stillwater Investment Management (Minnesota) first reported a position in Chevron in Q4 2013 and has held it in 35 quarters since.
- Stillwater Investment Management (Minnesota)'s Chevron position peaked at $567K in Q4 2022.
- 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.
Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.