Aevitas Wealth Management’s Chevron CVX Stock Holding History

Aevitas Wealth 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
2020 Q1	–	Sell	-2,559	Closed	-$308K	–	98
2019 Q4	$308K	Buy	2,559 +14	+0.6%	+$1.65K	0.29%	90
2019 Q3	$302K	Buy	2,545 +17	+0.7%	+$2.06K	0.3%	88
2019 Q2	$315K	Sell	2,528 -308	-11%	-$37.2K	0.32%	84
2019 Q1	$349K	Buy	2,836 +118	+4%	+$14K	0.31%	82
2018 Q4	$296K	Buy	2,718 +19	+0.7%	+$2.2K	0.3%	79
2018 Q3	$330K	Buy	2,699 +513	+23%	+$62.2K	0.3%	81
2018 Q2	$276K	Buy	2,186 +194	+10%	+$24.1K	0.27%	85
2018 Q1	$227K	Buy	1,992 +19	+1%	+$2.27K	0.23%	97
2017 Q4	$247K	Buy	+1,973	New	+$234K	0.23%	93

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's CVX Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Chevron (CVX) in Q1 2020, closing a stake of 2,559 shares — an estimated $308K sold.

Aevitas Wealth Management first reported a position in CVX in Q4 2017 and held it in 9 quarters. The position peaked at $349K in Q1 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Aevitas Wealth Management reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Aevitas Wealth Management sold 2,559 Chevron shares in Q1 2020, an estimated $308K.
Aevitas Wealth Management first reported a position in Chevron in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's Chevron position peaked at $349K in Q1 2019.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.