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Systematic Financial Management’s Chevron CVX Stock Holding History

Systematic Financial 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
Q1 		– Sell
-143
Closed -$17K – 497
2019
Q4 		$17K Sell
143
-945
-87% -$111K ﹤0.01% 474
2019
Q3 		$129K Sell
1,088
-51,014
-98% -$6.2M 0.01% 483
2019
Q2 		$6.48M Sell
52,102
-2,213
-4% -$268K 0.25% 125
2019
Q1 		$6.69M Sell
54,315
-14,703
-21% -$1.74M 0.23% 135
2018
Q4 		$7.51M Sell
69,018
-9,722
-12% -$1.13M 0.23% 170
2018
Q3 		$9.63M Sell
78,740
-1,697
-2% -$206K 0.23% 169
2018
Q2 		$10.2M Buy
80,437
+5,046
+7% +$626K 0.25% 165
2018
Q1 		$8.6M Sell
75,391
-453
-0.6% -$54.2K 0.19% 180
2017
Q4 		$9.49M Buy
75,844
+13,446
+22% +$1.59M 0.19% 169
2017
Q3 		$7.33M Buy
62,398
+5,538
+10% +$605K 0.15% 181
2017
Q2 		$5.93M Sell
56,860
-374
-0.7% -$39.6K 0.11% 230
2017
Q1 		$6.14M Sell
57,234
-85,238
-60% -$9.56M 0.11% 228
2016
Q4 		$16.8M Buy
142,472
+6,085
+4% +$663K 0.27% 115
2016
Q3 		$14M Sell
136,387
-4,371
-3% -$446K 0.2% 143
2016
Q2 		$14.8M Sell
140,758
-29,008
-17% -$2.92M 0.2% 129
2016
Q1 		$16.2M Buy
169,766
+29,817
+21% +$2.61M 0.2% 123
2015
Q4 		$12.6M Buy
+139,949
New +$12.6M 0.14% 155
2013
Q4 		– Sell
-348,336
Closed -$42.3M – 657
2013
Q3 		$42.3M Sell
348,336
-103,485
-23% -$12.7M 0.34% 91
2013
Q2 		$53.5M Buy
+451,821
New +$54.6M 0.46% 73

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Systematic Financial Management's CVX Position: Q1 2020 in Review

Systematic Financial Management sold out of Chevron (CVX) in Q1 2020, closing a stake of 143 shares — an estimated $17K sold.

Systematic Financial Management first reported a position in CVX in Q2 2013 and held it in 19 quarters. The position peaked at $53.5M in Q2 2013. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

  • Systematic Financial Management reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
  • Systematic Financial Management sold 143 Chevron shares in Q1 2020, an estimated $17K.
  • Systematic Financial Management first reported a position in Chevron in Q2 2013 and held it in 19 quarters.
  • Systematic Financial Management's Chevron position peaked at $53.5M in Q2 2013.
  • 2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Systematic Financial Management's 13F filing for Q1 2020, filed 12 May 2020.