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Beacon Pointe Wealth Advisors’s Chevron CVX Stock Holding History

Beacon Pointe Wealth 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
Q4 		$1.92M Sell
15,939
-455
-3% -$53.6K 0.35% 60
2019
Q3 		$1.95M Sell
16,394
-2,675
-14% -$325K 0.41% 50
2019
Q2 		$2.37M Sell
19,069
-502
-3% -$60.7K 0.5% 42
2019
Q1 		$2.41M Sell
19,571
-265
-1% -$31.4K 0.55% 40
2018
Q4 		$2.16M Buy
+19,836
New +$2.3M 0.78% 31

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's CVX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Chevron (CVX) stake by 2.8% in Q4 2019, selling an estimated $53.6K and leaving 15,939 shares worth $1.92M. The position accounts for 0.35% of the portfolio, ranked #60.

Beacon Pointe Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.41M in Q1 2019. 2,589 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 15,939 shares of Chevron worth $1.92M as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 455 Chevron shares in Q4 2019, an estimated $53.6K.
  • Chevron made up 0.35% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #60 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Chevron position peaked at $2.41M in Q1 2019.
  • 2,589 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.