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Sunflower Bank Wealth Management’s Chevron CVX Stock Holding History

Sunflower Bank Wealth 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 		$1.22M Buy
16,922
+30
+0.2% +$2.52K 0.41% 34
2020
Q2 		$1.51M Sell
16,892
-1,085
-6% -$97.1K 0.51% 30
2020
Q1 		$1.3M Buy
17,977
+2,230
+14% +$220K 0.5% 30
2019
Q4 		$1.9M Sell
15,747
-62
-0.4% -$7.3K 0.58% 27
2019
Q3 		$1.88M Sell
15,809
-893
-5% -$108K 0.6% 27
2019
Q2 		$2.08M Sell
16,702
-670
-4% -$81K 0.67% 27
2019
Q1 		$2.14M Sell
17,372
-645
-4% -$76.3K 0.64% 28
2018
Q4 		$1.96M Sell
18,017
-440
-2% -$51K 0.63% 28
2018
Q3 		$2.26M Sell
18,457
-2,030
-10% -$246K 0.64% 28
2018
Q2 		$2.59M Sell
20,487
-34
-0.2% -$4.22K 0.76% 27
2018
Q1 		$2.34M Sell
20,521
-395
-2% -$47.2K 0.65% 31
2017
Q4 		$2.62M Sell
20,916
-1,990
-9% -$236K 0.71% 26
2017
Q3 		$2.69M Sell
22,906
-13,254
-37% -$1.45M 0.97% 19
2017
Q2 		$3.77M Sell
36,160
-245
-0.7% -$26K 1.28% 17
2017
Q1 		$3.91M Buy
36,405
+2,650
+8% +$297K 1.33% 17
2016
Q4 		$3.97M Buy
33,755
+915
+3% +$99.6K 1.42% 15
2016
Q3 		$3.38M Buy
32,840
+100
+0.3% +$10.2K 1.24% 15
2016
Q2 		$3.43M Sell
32,740
-81
-0.2% -$8.15K 1.2% 17
2016
Q1 		$3.13M Sell
32,821
-1,163
-3% -$102K 1.12% 18
2015
Q4 		$3.06M Buy
33,984
+35
+0.1% +$3.16K 1.07% 21
2015
Q3 		$2.68M Sell
33,949
-2,630
-7% -$221K 0.98% 22
2015
Q2 		$3.53M Buy
36,579
+4,610
+14% +$484K 1.2% 18
2015
Q1 		$3.36M Buy
31,969
+900
+3% +$96K 1.1% 18
2014
Q4 		$3.49M Buy
31,069
+5,612
+22% +$638K 1.11% 19
2014
Q3 		$3.04M Buy
25,457
+735
+3% +$93.8K 1.04% 21
2014
Q2 		$3.23M Sell
24,722
-3,088
-11% -$384K 1.31% 19
2014
Q1 		$3.31M Sell
27,810
-420
-1% -$48.8K 1.6% 12
2013
Q4 		$3.53M Sell
28,230
-860
-3% -$104K 1.78% 11
2013
Q3 		$3.53M Sell
29,090
-433
-1% -$53.2K 1.92% 10
2013
Q2 		$3.49M Buy
+29,523
New +$3.57M 1.89% 11

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sunflower Bank Wealth Management's CVX Position: Q3 2020 in Review

Sunflower Bank Wealth Management increased its Chevron (CVX) stake by 0.18% in Q3 2020, buying an estimated $2.52K and bringing the position to 16,922 shares worth $1.22M. The position accounts for 0.41% of the portfolio, ranked #34.

Sunflower Bank Wealth Management first reported a position in CVX in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.97M in Q4 2016. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

  • Sunflower Bank Wealth Management held 16,922 shares of Chevron worth $1.22M as of Q3 2020.
  • Sunflower Bank Wealth Management bought 30 Chevron shares in Q3 2020, an estimated $2.52K.
  • Chevron made up 0.41% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #34 holding.
  • Sunflower Bank Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's Chevron position peaked at $3.97M in Q4 2016.
  • 2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.