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Capstone Triton Financial Group’s Chevron CVX Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-1,904
Closed -$200K – 122
2021
Q1 		$200K Buy
1,904
+1,000
+111% +$97.6K 0.13% 116
2020
Q4 		$76K Buy
+904
New +$73.2K 0.05% 165

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

Capstone Triton Financial Group's CVX Position: Q2 2021 in Review

Capstone Triton Financial Group sold out of Chevron (CVX) in Q2 2021, closing a stake of 1,904 shares — an estimated $200K sold.

Capstone Triton Financial Group first reported a position in CVX in Q4 2020 and held it in 2 quarters. The position peaked at $200K in Q1 2021. 2,580 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

  • Capstone Triton Financial Group reported no remaining Chevron position as of Q2 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,904 Chevron shares in Q2 2021, an estimated $200K.
  • Capstone Triton Financial Group first reported a position in Chevron in Q4 2020 and held it in 2 quarters.
  • Capstone Triton Financial Group's Chevron position peaked at $200K in Q1 2021.
  • 2,580 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Capstone Triton Financial Group's 13F filing for Q2 2021, filed 9 Aug 2021.