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Atlanta Financial Associates’s Chevron CVX Stock Holding History

Atlanta Financial Associates’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
Q1 		$208K Hold
2,457
– – 0.1% 74
2020
Q4 		$208K Buy
+2,457
New +$199K 0.1% 74
2020
Q3 		– Sell
-2,417
Closed -$216K – 68
2020
Q2 		$216K Buy
+2,417
New +$216K 0.12% 61

Other funds holding CVX

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Atlanta Financial Associates's CVX Position: Q1 2021 in Review

Atlanta Financial Associates held its Chevron (CVX) position steady in Q1 2021 at 2,457 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #74.

Atlanta Financial Associates first reported a position in CVX in Q2 2020 and has held it in 3 quarters since. The position peaked at $216K in Q2 2020. 2,570 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

  • Atlanta Financial Associates held 2,457 shares of Chevron worth $208K as of Q1 2021.
  • Atlanta Financial Associates left its Chevron share count unchanged in Q1 2021.
  • Chevron made up 0.1% of Atlanta Financial Associates's portfolio in Q1 2021, its #74 holding.
  • Atlanta Financial Associates first reported a position in Chevron in Q2 2020 and has held it in 3 quarters since.
  • Atlanta Financial Associates's Chevron position peaked at $216K in Q2 2020.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.