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Advisor Group’s Chevron CVX Stock Holding History

Advisor 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
2019
Q4 		$40M Buy
332,089
+6,392
+2% +$753K 0.28% 65
2019
Q3 		$38.6M Sell
325,697
-2,738
-0.8% -$333K 0.29% 62
2019
Q2 		$40.9M Buy
328,435
+13,192
+4% +$1.6M 0.31% 60
2019
Q1 		$38.9M Buy
315,243
+36,176
+13% +$4.28M 0.32% 61
2018
Q4 		$30.4M Sell
279,067
-996
-0.4% -$115K 0.3% 63
2018
Q3 		$34.3M Buy
280,063
+32,722
+13% +$3.97M 0.35% 52
2018
Q2 		$31.3M Sell
247,341
-11,892
-5% -$1.48M 0.43% 41
2018
Q1 		$29.6M Buy
259,233
+626
+0.2% +$74.8K 0.41% 46
2017
Q4 		$32.4M Sell
258,607
-7,240
-3% -$859K 0.43% 43
2017
Q3 		$31.3M Buy
265,847
+10,344
+4% +$1.13M 0.49% 31
2017
Q2 		$26.7M Buy
255,503
+16,954
+7% +$1.8M 0.47% 34
2017
Q1 		$25.6M Sell
238,549
-1,220
-0.5% -$137K 0.52% 25
2016
Q4 		$28.2M Sell
239,769
-5,546
-2% -$604K 0.64% 18
2016
Q3 		$25.3M Buy
245,315
+23,678
+11% +$2.42M 0.61% 25
2016
Q2 		$23.2M Buy
+221,637
New +$22.3M 0.61% 23

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's CVX Position: Q4 2019 in Review

Advisor Group increased its Chevron (CVX) stake by 2% in Q4 2019, buying an estimated $753K and bringing the position to 332,089 shares worth $40M. The position accounts for 0.28% of the portfolio, ranked #65.

Advisor Group first reported a position in CVX in Q2 2016 and has held it in 15 quarters since. The position peaked at $40.9M in Q2 2019. 2,589 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

  • Advisor Group held 332,089 shares of Chevron worth $40M as of Q4 2019.
  • Advisor Group bought 6,392 Chevron shares in Q4 2019, an estimated $753K.
  • Chevron made up 0.28% of Advisor Group's portfolio in Q4 2019, its #65 holding.
  • Advisor Group first reported a position in Chevron in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Chevron position peaked at $40.9M in Q2 2019.
  • 2,589 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.