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Blue Chip Wealth Management’s Chevron CVX Stock Holding History

Blue Chip Wealth 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
2018
Q3 		– Sell
-1,621
Closed -$205K – 103
2018
Q2 		$205K Buy
+1,621
New +$201K 0.22% 101

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Chip Wealth Management's CVX Position: Q3 2018 in Review

Blue Chip Wealth Management sold out of Chevron (CVX) in Q3 2018, closing a stake of 1,621 shares — an estimated $205K sold.

Blue Chip Wealth Management first reported a position in CVX in Q2 2018 and held it in 1 quarter. The position peaked at $205K in Q2 2018. 2,237 funds tracked by Wall St. Rank hold CVX as of Q3 2018.

  • Blue Chip Wealth Management reported no remaining Chevron position as of Q3 2018 after selling out during the quarter.
  • Blue Chip Wealth Management sold 1,621 Chevron shares in Q3 2018, an estimated $205K.
  • Blue Chip Wealth Management first reported a position in Chevron in Q2 2018 and held it in 1 quarter.
  • Blue Chip Wealth Management's Chevron position peaked at $205K in Q2 2018.
  • 2,237 funds tracked by Wall St. Rank held Chevron as of Q3 2018.

Based on Blue Chip Wealth Management's 13F filing for Q3 2018, filed 25 Oct 2018.