Biegel & Waller’s Chevron CVX Stock Holding History

Biegel & Waller’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 Q3	$516K	Buy	4,353 +283	+7%	+$34.4K	0.29%	36
2019 Q2	$506K	Sell	4,070 -150	-4%	-$18.1K	0.26%	43
2019 Q1	$520K	Sell	4,220 -278	-6%	-$32.9K	0.27%	41
2018 Q4	$489K	Buy	4,498 +150	+3%	+$17.4K	0.29%	39
2018 Q3	$532K	Hold	4,348	–	–	0.31%	34
2018 Q2	$550K	Hold	4,348	–	–	0.34%	30
2018 Q1	$496K	Hold	4,348	–	–	0.32%	25
2017 Q4	$544K	Hold	4,348	–	–	0.32%	25
2017 Q3	$511K	Hold	4,348	–	–	0.32%	24
2017 Q2	$454K	Sell	4,348 -193	-4%	-$20.4K	0.28%	27
2017 Q1	$488K	Hold	4,541	–	–	0.34%	21
2016 Q4	$529K	Buy	+4,541	New	+$495K	0.37%	22

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Biegel & Waller's CVX Position: Q3 2019 in Review

Biegel & Waller increased its Chevron (CVX) stake by 7% in Q3 2019, buying an estimated $34.4K and bringing the position to 4,353 shares worth $516K. The position accounts for 0.29% of the portfolio, ranked #36.

Biegel & Waller first reported a position in CVX in Q4 2016 and has held it in 12 quarters since. The position peaked at $550K in Q2 2018. 2,388 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

Biegel & Waller held 4,353 shares of Chevron worth $516K as of Q3 2019.
Biegel & Waller bought 283 Chevron shares in Q3 2019, an estimated $34.4K.
Chevron made up 0.29% of Biegel & Waller's portfolio in Q3 2019, its #36 holding.
Biegel & Waller first reported a position in Chevron in Q4 2016 and has held it in 12 quarters since.
Biegel & Waller's Chevron position peaked at $550K in Q2 2018.
2,388 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.