Asset Planning Services (Pennsylvania)’s Chevron CVX Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-250	Closed	-$30K	–	105
2019 Q3	$30K	Hold	250	–	–	0.01%	153
2019 Q2	$31K	Hold	250	–	–	0.01%	148
2019 Q1	$31K	Buy	250 +2	+0.8%	+$237	0.01%	153
2018 Q4	$27K	Buy	248 +3	+1%	+$348	0.01%	156
2018 Q3	$30K	Buy	245 +2	+0.8%	+$243	0.01%	152
2018 Q2	$31K	Buy	243 +2	+0.8%	+$248	0.02%	150
2018 Q1	$27K	Buy	241 +3	+1%	+$359	0.01%	156
2017 Q4	$30K	Buy	238 +2	+0.8%	+$237	0.02%	155
2017 Q3	$28K	Buy	236 +2	+0.9%	+$218	0.02%	175
2017 Q2	$24K	Buy	234 +2	+0.9%	+$212	0.02%	176
2017 Q1	$25K	Buy	232 +3	+1%	+$336	0.02%	178
2016 Q4	$27K	Buy	229 +2	+0.9%	+$218	0.02%	156
2016 Q3	$23K	Sell	227 -1,098	-83%	-$112K	0.02%	156
2016 Q2	$139K	Buy	1,325 +2	+0.2%	+$201	0.12%	80
2016 Q1	$126K	Buy	1,323 +1,103	+501%	+$96.5K	0.11%	88
2015 Q4	$20K	Buy	220 +3	+1%	+$271	0.02%	134
2015 Q3	$17K	Sell	217 -93	-30%	-$7.83K	0.02%	132
2015 Q2	$30K	Buy	+310	New	+$32.6K	0.03%	133

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

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

Norges Bank Oslo, Norway $935B AUM

Asset Planning Services (Pennsylvania)'s CVX Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Chevron (CVX) in Q4 2019, closing a stake of 250 shares — an estimated $30K sold.

Asset Planning Services (Pennsylvania) first reported a position in CVX in Q2 2015 and held it in 18 quarters. The position peaked at $139K in Q2 2016. 2,589 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Chevron position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 250 Chevron shares in Q4 2019, an estimated $30K.
Asset Planning Services (Pennsylvania) first reported a position in Chevron in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Chevron position peaked at $139K in Q2 2016.
2,589 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.