Christopher Dautrich

@Stillwater Capital Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$808.519M

Total holdings69

Assets growth rate4.48%

Assets growth rate (2-Q avg)6.24%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Stillwater Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Stillwater Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 808.519M in assets, with a quarterly growth rate of 4.48% and a 2-quarter average growth rate of 6.24%. The portfolio is managed by Christopher Dautrich, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$17.813M 18,760 shares@ $949.5 avg price	Exited
CVXChevron Corp New Recent Activity Exited	0%	$402,342 2,732 shares@ $147.28 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$294,418 361 shares@ $815.57 avg price	Exited
UPSUnited Parcel Service Inc Recent Activity Exited	0%	$253,138 1,857 shares@ $136.32 avg price	Exited
PGRProgressive Corp Recent Activity Exited	0%	$213,897 843 shares@ $253.74 avg price	Exited
SNYSanofi Recent Activity Exited	0%	$207,665 3,603 shares@ $57.64 avg price	Exited
CIThe Cigna Group Recent Activity Exited	0%	$201,629 582 shares@ $346.45 avg price	Exited