Altman Advisors’s Chevron CVX Stock Holding History

Altman Advisors’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 Q2	–	Sell	-17,600	Closed	-$2.17M	–	67
2019 Q1	$2.17M	Buy	17,600 +2,039	+13%	+$241K	2%	17
2018 Q4	$1.69M	Sell	15,561 -2,528	-14%	-$293K	1.86%	28
2018 Q3	$2.21M	Sell	18,089 -14,361	-44%	-$1.74M	1.99%	25
2018 Q2	$2.12K	Buy	32,450 +14,891	+85%	+$1.85M	1.94%	21
2018 Q1	$2M	Buy	17,559 +390	+2%	+$46.6K	1.92%	21
2017 Q4	$2.15M	Buy	+17,169	New	+$2.04M	1.87%	20

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Altman Advisors's CVX Position: Q2 2019 in Review

Altman Advisors sold out of Chevron (CVX) in Q2 2019, closing a stake of 17,600 shares — an estimated $2.17M sold.

Altman Advisors first reported a position in CVX in Q4 2017 and held it in 6 quarters. The position peaked at $2.21M in Q3 2018. 2,394 funds tracked by Wall St. Rank hold CVX as of Q2 2019.

Altman Advisors reported no remaining Chevron position as of Q2 2019 after selling out during the quarter.
Altman Advisors sold 17,600 Chevron shares in Q2 2019, an estimated $2.17M.
Altman Advisors first reported a position in Chevron in Q4 2017 and held it in 6 quarters.
Altman Advisors's Chevron position peaked at $2.21M in Q3 2018.
2,394 funds tracked by Wall St. Rank held Chevron as of Q2 2019.

Based on Altman Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.