Sumitomo Mitsui Financial Group’s Chevron CVX Stock Holding History

Sumitomo Mitsui Financial 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 Q2	–	Sell	-1,804	Closed	-$131K	–	145
2020 Q1	$131K	Sell	1,804 -13,492	-88%	-$1.33M	0.01%	117
2019 Q4	$1.84M	Sell	15,296 -2,085	-12%	-$246K	0.14%	53
2019 Q3	$2.06M	Buy	17,381 +1,815	+12%	+$220K	0.17%	48
2019 Q2	$1.94M	Sell	15,566 -208	-1%	-$25.2K	0.15%	50
2019 Q1	$1.94M	Sell	15,774 -1,787	-10%	-$211K	0.17%	45
2018 Q4	$1.91M	Buy	17,561 +566	+3%	+$65.6K	0.12%	46
2018 Q3	$2.08M	Buy	16,995 +199	+1%	+$24.1K	0.17%	40
2018 Q2	$2.12M	Buy	16,796 +2,801	+20%	+$348K	0.22%	35
2018 Q1	$1.6M	Buy	13,995 +1,531	+12%	+$183K	0.15%	42
2017 Q4	$1.56M	Buy	12,464 +305	+3%	+$36.2K	0.2%	37
2017 Q3	$1.43M	Sell	12,159 -3,912	-24%	-$427K	0.17%	42
2017 Q2	$1.68M	Buy	16,071 +15,410	+2,331%	+$1.63M	0.34%	29
2017 Q1	$71K	Buy	+661	New	+$74.1K	0.01%	52

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sumitomo Mitsui Financial Group's CVX Position: Q2 2020 in Review

Sumitomo Mitsui Financial Group sold out of Chevron (CVX) in Q2 2020, closing a stake of 1,804 shares — an estimated $131K sold.

Sumitomo Mitsui Financial Group first reported a position in CVX in Q1 2017 and held it in 13 quarters. The position peaked at $2.12M in Q2 2018. 2,369 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

Sumitomo Mitsui Financial Group reported no remaining Chevron position as of Q2 2020 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 1,804 Chevron shares in Q2 2020, an estimated $131K.
Sumitomo Mitsui Financial Group first reported a position in Chevron in Q1 2017 and held it in 13 quarters.
Sumitomo Mitsui Financial Group's Chevron position peaked at $2.12M in Q2 2018.
2,369 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2020, filed 14 Aug 2020.