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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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