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Whitegate Investment Counselors’s Chevron CVX Stock Holding History

Whitegate Investment Counselors’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
2021
Q4 		– Sell
-24,539
Closed -$2.49M – 99
2021
Q3 		$2.49M Buy
24,539
+1,306
+6% +$130K 0.35% 74
2021
Q2 		$2.43M Buy
23,233
+276
+1% +$29.1K 0.34% 75
2021
Q1 		$2.41M Sell
22,957
-190
-0.8% -$18.6K 0.37% 71
2020
Q4 		$1.96M Sell
23,147
-325
-1% -$26.3K 0.32% 72
2020
Q3 		$1.69M Sell
23,472
-3
-0% -$252 0.31% 73
2020
Q2 		$2.1M Buy
23,475
+1,085
+5% +$97.1K 0.42% 67
2020
Q1 		$1.62M Sell
22,390
-183
-0.8% -$18.1K 0.39% 72
2019
Q4 		$2.72M Buy
22,573
+1,108
+5% +$131K 0.49% 67
2019
Q3 		$2.55M Sell
21,465
-766
-3% -$93K 0.5% 67
2019
Q2 		$2.77M Buy
22,231
+3,836
+21% +$464K 0.56% 66
2019
Q1 		$2.27M Buy
18,395
+316
+2% +$37.4K 0.47% 69
2018
Q4 		$1.97M Buy
18,079
+90
+0.5% +$10.4K 0.45% 70
2018
Q3 		$2.2M Sell
17,989
-445
-2% -$54K 0.45% 70
2018
Q2 		$2.33M Sell
18,434
-100
-0.5% -$12.4K 0.48% 70
2018
Q1 		$2.11M Buy
18,534
+384
+2% +$45.9K 0.45% 74
2017
Q4 		$2.27M Sell
18,150
-125
-0.7% -$14.8K 0.47% 72
2017
Q3 		$2.15M Hold
18,275
– – 0.47% 74
2017
Q2 		$1.91M Sell
18,275
-150
-0.8% -$15.9K 0.43% 76
2017
Q1 		$1.98M Sell
18,425
-185
-1% -$20.8K 0.48% 74
2016
Q4 		$2.19M Buy
18,610
+775
+4% +$84.4K 0.59% 63
2016
Q3 		$1.84M Sell
17,835
-650
-4% -$66.4K 0.5% 68
2016
Q2 		$1.94M Buy
+18,485
New +$1.86M 0.54% 62
2014
Q1 		$1.96M Buy
+20,535
New +$2.39M 0.54% 66

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitegate Investment Counselors's CVX Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Chevron (CVX) in Q4 2021, closing a stake of 24,539 shares — an estimated $2.49M sold.

Whitegate Investment Counselors first reported a position in CVX in Q1 2014 and held it in 23 quarters. The position peaked at $2.77M in Q2 2019. 2,897 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Chevron position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 24,539 Chevron shares in Q4 2021, an estimated $2.49M.
  • Whitegate Investment Counselors first reported a position in Chevron in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's Chevron position peaked at $2.77M in Q2 2019.
  • 2,897 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.