United Fire Group’s Chevron CVX Stock Holding History

United Fire 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
2023 Q3	–	Sell	-20,000	Closed	-$3.15M	–	27
2023 Q2	$3.15M	Hold	20,000	–	–	2.43%	22
2023 Q1	$3.26M	Hold	20,000	–	–	2.05%	27
2022 Q4	$3.59M	Hold	20,000	–	–	2.12%	23
2022 Q3	$2.87M	Hold	20,000	–	–	1.92%	27
2022 Q2	$2.9M	Hold	20,000	–	–	1.77%	30
2022 Q1	$3.26M	Hold	20,000	–	–	1.68%	33
2021 Q4	$2.35M	Hold	20,000	–	–	1.1%	38
2021 Q3	$2.03M	Hold	20,000	–	–	1.01%	42
2021 Q2	$2.1M	Buy	20,000 +15,000	+300%	+$1.58M	1.07%	38
2021 Q1	$524K	Hold	5,000	–	–	0.27%	44
2020 Q4	$422K	Hold	5,000	–	–	0.2%	62
2020 Q3	$360K	Hold	5,000	–	–	0.18%	72
2020 Q2	$446K	Hold	5,000	–	–	0.22%	66
2020 Q1	$362K	Hold	5,000	–	–	0.18%	75
2019 Q4	$603K	Hold	5,000	–	–	0.2%	63
2019 Q3	$593K	Hold	5,000	–	–	0.2%	61
2019 Q2	$622K	Hold	5,000	–	–	0.22%	59
2019 Q1	$616K	Hold	5,000	–	–	0.23%	60
2018 Q4	$544K	Hold	5,000	–	–	0.22%	58
2018 Q3	$611K	Hold	5,000	–	–	0.22%	57
2018 Q2	$632K	Hold	5,000	–	–	0.24%	54
2018 Q1	$570K	Hold	5,000	–	–	0.2%	60
2017 Q4	$626K	Hold	5,000	–	–	0.2%	58
2017 Q3	$588K	Hold	5,000	–	–	0.2%	57
2017 Q2	$522K	Hold	5,000	–	–	0.19%	61
2017 Q1	$537K	Hold	5,000	–	–	0.19%	61
2016 Q4	$589K	Hold	5,000	–	–	0.22%	60
2016 Q3	$515K	Hold	5,000	–	–	0.2%	61
2016 Q2	$524K	Hold	5,000	–	–	0.21%	61
2016 Q1	$477K	Buy	+5,000	New	+$437K	0.2%	61

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

United Fire Group's CVX Position: Q3 2023 in Review

United Fire Group sold out of Chevron (CVX) in Q3 2023, closing a stake of 20,000 shares — an estimated $3.15M sold.

United Fire Group first reported a position in CVX in Q1 2016 and held it in 30 quarters. The position peaked at $3.59M in Q4 2022. 3,328 funds tracked by Wall St. Rank hold CVX as of Q3 2023.

United Fire Group reported no remaining Chevron position as of Q3 2023 after selling out during the quarter.
United Fire Group sold 20,000 Chevron shares in Q3 2023, an estimated $3.15M.
United Fire Group first reported a position in Chevron in Q1 2016 and held it in 30 quarters.
United Fire Group's Chevron position peaked at $3.59M in Q4 2022.
3,328 funds tracked by Wall St. Rank held Chevron as of Q3 2023.

Based on United Fire Group's 13F filing for Q3 2023, filed 2 Nov 2023.