Stumpf Capital Management’s Chevron CVX Stock Holding History

Stumpf Capital 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
2020 Q3	$14.6M	Sell	202,496 -985	-0.5%	-$82.8K	27.1%	2
2020 Q2	$18.2M	Sell	203,481 -1,665	-0.8%	-$149K	32.39%	2
2020 Q1	$14.9M	Buy	205,146 +2,750	+1%	+$272K	25.51%	2
2019 Q4	$24.4M	Hold	202,396	–	–	18.74%	2
2019 Q3	$24M	Hold	202,396	–	–	20.76%	2
2019 Q2	$25.1M	Buy	202,396 +68,810	+52%	+$8.32M	21.46%	2
2019 Q1	$16.5M	Sell	133,586 -68,810	-34%	-$8.14M	16.99%	2
2018 Q4	$22M	Hold	202,396	–	–	23.01%	2
2018 Q3	$24.7M	Hold	202,396	–	–	22.73%	2
2018 Q2	$25.6M	Hold	202,396	–	–	23.82%	2
2018 Q1	$23.1M	Hold	202,396	–	–	23.09%	2
2017 Q4	$25.3M	Buy	+202,396	New	+$24M	23.4%	2

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Stumpf Capital Management's CVX Position: Q3 2020 in Review

Stumpf Capital Management reduced its Chevron (CVX) stake by 0.48% in Q3 2020, selling an estimated $82.8K and leaving 202,496 shares worth $14.6M. The position accounts for 27.1% of the portfolio, ranked #2.

Stumpf Capital Management first reported a position in CVX in Q4 2017 and has held it in 12 quarters since. The position peaked at $25.6M in Q2 2018. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Stumpf Capital Management held 202,496 shares of Chevron worth $14.6M as of Q3 2020.
Stumpf Capital Management sold 985 Chevron shares in Q3 2020, an estimated $82.8K.
Chevron made up 27.1% of Stumpf Capital Management's portfolio in Q3 2020, its #2 holding.
Stumpf Capital Management first reported a position in Chevron in Q4 2017 and has held it in 12 quarters since.
Stumpf Capital Management's Chevron position peaked at $25.6M in Q2 2018.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Stumpf Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.