Barton Investment Management’s Chevron CVX Stock Holding History

Barton Investment 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
2019 Q4	–	Sell	-3,124	Closed	-$371K	–	43
2019 Q3	$371K	Hold	3,124	–	–	0.06%	36
2019 Q2	$389K	Sell	3,124 -136	-4%	-$16.4K	0.06%	36
2019 Q1	$402K	Hold	3,260	–	–	0.07%	35
2018 Q4	$355K	Hold	3,260	–	–	0.07%	38
2018 Q3	$398K	Hold	3,260	–	–	0.06%	37
2018 Q2	$412K	Hold	3,260	–	–	0.07%	35
2018 Q1	$372K	Hold	3,260	–	–	0.07%	37
2017 Q4	$408K	Hold	3,260	–	–	0.09%	37
2017 Q3	$383K	Buy	3,260 +1,172	+56%	+$128K	0.09%	37
2017 Q2	$218K	Hold	2,088	–	–	0.06%	40
2017 Q1	$224K	Hold	2,088	–	–	0.07%	42
2016 Q4	$245K	Hold	2,088	–	–	0.08%	41
2016 Q3	$214K	Hold	2,088	–	–	0.07%	40
2016 Q2	$218K	Sell	2,088 -1,040	-33%	-$105K	0.08%	41
2016 Q1	$298K	Buy	3,128 +1,040	+50%	+$91K	0.08%	47
2015 Q4	$188K	Buy	+2,088	New	+$188K	0.06%	44
2015 Q3	–	Sell	-2,088	Closed	-$201K	–	46
2015 Q2	$201K	Hold	2,088	–	–	0.07%	45
2015 Q1	$219K	Sell	2,088 -75	-3%	-$8K	0.08%	43
2014 Q4	$243K	Hold	2,163	–	–	0.09%	43
2014 Q3	$258K	Buy	2,163 +433	+25%	+$55.3K	0.1%	42
2014 Q2	$226K	Buy	+1,730	New	+$215K	0.09%	46
2014 Q1	–	Sell	-3,564	Closed	-$445K	–	47
2013 Q4	$445K	Hold	3,564	–	–	0.18%	38
2013 Q3	$433K	Hold	3,564	–	–	0.2%	36
2013 Q2	$422K	Buy	+3,564	New	+$431K	0.22%	37

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

Barton Investment Management's CVX Position: Q4 2019 in Review

Barton Investment Management sold out of Chevron (CVX) in Q4 2019, closing a stake of 3,124 shares — an estimated $371K sold.

Barton Investment Management first reported a position in CVX in Q2 2013 and held it in 24 quarters. The position peaked at $445K in Q4 2013. 2,590 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

Barton Investment Management reported no remaining Chevron position as of Q4 2019 after selling out during the quarter.
Barton Investment Management sold 3,124 Chevron shares in Q4 2019, an estimated $371K.
Barton Investment Management first reported a position in Chevron in Q2 2013 and held it in 24 quarters.
Barton Investment Management's Chevron position peaked at $445K in Q4 2013.
2,590 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Barton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.