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Arcadia Investment Advisors’s Chevron CVX Stock Holding History

Arcadia Investment 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
2021
Q3 		– Sell
-15
Closed -$1.57K – 138
2021
Q2 		$1.57K Buy
+15
New +$1.58K ﹤0.01% 136
2018
Q3 		– Sell
-4,179
Closed -$528K – 63
2018
Q2 		$528K Buy
+4,179
New +$519K 0.42% 21

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arcadia Investment Advisors's CVX Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Chevron (CVX) in Q3 2021, closing a stake of 15 shares — an estimated $1.57K sold.

Arcadia Investment Advisors first reported a position in CVX in Q2 2018 and held it in 2 quarters. The position peaked at $528K in Q2 2018. 2,570 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Arcadia Investment Advisors reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 15 Chevron shares in Q3 2021, an estimated $1.57K.
  • Arcadia Investment Advisors first reported a position in Chevron in Q2 2018 and held it in 2 quarters.
  • Arcadia Investment Advisors's Chevron position peaked at $528K in Q2 2018.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.