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Bel Air Investment Advisors’s Chevron CVX Stock Holding History

Bel Air 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
Q2 		$1.6M Buy
15,279
+542
+4% +$57.2K 0.05% 137
2021
Q1 		$1.54M Buy
+14,737
New +$1.44M 0.05% 147
2013
Q3 		$2.01M Buy
16,547
+1,489
+10% +$183K 0.28% 39
2013
Q2 		$1.78M Buy
+15,058
New +$1.82M 0.26% 40

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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

Bel Air Investment Advisors's CVX Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Chevron (CVX) stake by 3.7% in Q2 2021, buying an estimated $57.2K and bringing the position to 15,279 shares worth $1.6M. The position accounts for 0.05% of the portfolio, ranked #137.

Bel Air Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.01M in Q3 2013. 2,579 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

  • Bel Air Investment Advisors held 15,279 shares of Chevron worth $1.6M as of Q2 2021.
  • Bel Air Investment Advisors bought 542 Chevron shares in Q2 2021, an estimated $57.2K.
  • Chevron made up 0.05% of Bel Air Investment Advisors's portfolio in Q2 2021, its #137 holding.
  • Bel Air Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Chevron position peaked at $2.01M in Q3 2013.
  • 2,579 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.