20/20 Capital Management’s Chevron CVX Stock Holding History

20/20 Capital 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
2021 Q2	$358K	Buy	3,422 +103	+3%	+$10.9K	0.09%	121
2021 Q1	$348K	Sell	3,319 -95	-3%	-$9.28K	0.1%	120
2020 Q4	$297K	Sell	3,414 -46	-1%	-$3.72K	0.09%	134
2020 Q3	$249K	Hold	3,460	–	–	0.09%	130
2020 Q2	$300K	Buy	3,460 +189	+6%	+$16.9K	0.12%	106
2020 Q1	$303K	Sell	3,271 -444	-12%	-$43.9K	0.14%	109
2019 Q4	$407K	Buy	+3,715	New	+$438K	0.16%	94

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

20/20 Capital Management's CVX Position: Q2 2021 in Review

20/20 Capital Management increased its Chevron (CVX) stake by 3.1% in Q2 2021, buying an estimated $10.9K and bringing the position to 3,422 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #121.

20/20 Capital Management first reported a position in CVX in Q4 2019 and has held it in 7 quarters since. The position peaked at $407K in Q4 2019. 2,581 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

20/20 Capital Management held 3,422 shares of Chevron worth $358K as of Q2 2021.
20/20 Capital Management bought 103 Chevron shares in Q2 2021, an estimated $10.9K.
Chevron made up 0.09% of 20/20 Capital Management's portfolio in Q2 2021, its #121 holding.
20/20 Capital Management first reported a position in Chevron in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's Chevron position peaked at $407K in Q4 2019.
2,581 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.