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Winslow Evans & Crocker’s Chevron CVX Stock Holding History

Winslow Evans & Crocker’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
Q4 		$3.11M Buy
40,052
+10,331
+35% +$836K 0.59% 35
2020
Q3 		$2.14M Buy
29,721
+298
+1% +$25.1K 0.53% 44
2020
Q2 		$2.63M Buy
29,423
+653
+2% +$58.5K 0.7% 33
2020
Q1 		$2.09M Sell
28,770
-928
-3% -$91.7K 0.69% 33
2019
Q4 		$3.58M Buy
29,698
+210
+0.7% +$24.7K 0.91% 19
2019
Q3 		$3.5M Sell
29,488
-198
-0.7% -$24K 0.98% 17
2019
Q2 		$3.7M Buy
29,686
+544
+2% +$65.8K 1.03% 17
2019
Q1 		$3.59M Buy
29,142
+722
+3% +$85.4K 1.02% 17
2018
Q4 		$3.09M Buy
28,420
+3,094
+12% +$358K 1.04% 19
2018
Q3 		$3.1M Sell
25,326
-804
-3% -$97.5K 0.94% 20
2018
Q2 		$3.3M Buy
26,130
+174
+0.7% +$21.6K 1.04% 17
2018
Q1 		$2.96M Buy
25,956
+74
+0.3% +$8.85K 0.96% 20
2017
Q4 		$3.24M Buy
25,882
+532
+2% +$63.1K 1.04% 19
2017
Q3 		$2.98M Sell
25,350
-1,263
-5% -$138K 0.99% 19
2017
Q2 		$2.78M Buy
26,613
+607
+2% +$64.3K 0.76% 29
2017
Q1 		$2.79M Sell
26,006
-488
-2% -$54.7K 0.88% 25
2016
Q4 		$3.12M Sell
26,494
-426
-2% -$46.4K 0.96% 22
2016
Q3 		$2.77M Buy
26,920
+336
+1% +$34.3K 0.79% 28
2016
Q2 		$2.79M Sell
26,584
-273
-1% -$27.5K 0.83% 27
2016
Q1 		$2.56M Sell
26,857
-927
-3% -$81.1K 0.77% 27
2015
Q4 		$2.5M Buy
27,784
+266
+1% +$24K 0.72% 30
2015
Q3 		$2.17M Sell
27,518
-698
-2% -$58.8K 0.68% 31
2015
Q2 		$2.72M Buy
28,216
+50
+0.2% +$5.25K 0.77% 27
2015
Q1 		$2.96M Sell
28,166
-542
-2% -$57.8K 0.84% 25
2014
Q4 		$3.22M Sell
28,708
-340
-1% -$38.6K 0.92% 22
2014
Q3 		$3.47M Buy
29,048
+4,082
+16% +$521K 0.99% 16
2014
Q2 		$3.26M Sell
24,966
-744
-3% -$92.6K 1.08% 16
2014
Q1 		$3.06M Buy
25,710
+471
+2% +$54.8K 1.05% 16
2013
Q4 		$3.15M Buy
+25,239
New +$3.05M 1.08% 13

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's CVX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Chevron (CVX) stake by 35% in Q4 2020, buying an estimated $836K and bringing the position to 40,052 shares worth $3.11M. The position accounts for 0.59% of the portfolio, ranked #35.

Winslow Evans & Crocker first reported a position in CVX in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.7M in Q2 2019. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Winslow Evans & Crocker held 40,052 shares of Chevron worth $3.11M as of Q4 2020.
  • Winslow Evans & Crocker bought 10,331 Chevron shares in Q4 2020, an estimated $836K.
  • Chevron made up 0.59% of Winslow Evans & Crocker's portfolio in Q4 2020, its #35 holding.
  • Winslow Evans & Crocker first reported a position in Chevron in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Chevron position peaked at $3.7M in Q2 2019.
  • 2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.