Clearwater Capital Advisors’s Chevron CVX Stock Holding History

Clearwater Capital 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
2020 Q1	–	Sell	-2,648	Closed	-$319K	–	145
2019 Q4	$319K	Buy	2,648 +35	+1%	+$4.12K	0.05%	157
2019 Q3	$310K	Hold	2,613	–	–	0.05%	159
2019 Q2	$325K	Hold	2,613	–	–	0.06%	163
2019 Q1	$322K	Hold	2,613	–	–	0.06%	168
2018 Q4	$284K	Hold	2,613	–	–	0.06%	175
2018 Q3	$320K	Buy	2,613 +252	+11%	+$30.6K	0.06%	157
2018 Q2	$299K	Hold	2,361	–	–	0.06%	154
2018 Q1	$269K	Buy	2,361 +65	+3%	+$7.77K	0.06%	160
2017 Q4	$287K	Sell	2,296 -435	-16%	-$51.6K	0.06%	150
2017 Q3	$321K	Buy	2,731 +370	+16%	+$40.4K	0.07%	137
2017 Q2	$243K	Sell	2,361 -25	-1%	-$2.65K	0.06%	148
2017 Q1	$259K	Buy	2,386 +630	+36%	+$70.7K	0.07%	142
2016 Q4	$207K	Buy	+1,756	New	+$191K	0.07%	140

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clearwater Capital Advisors's CVX Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 2,648 shares — an estimated $319K sold.

Clearwater Capital Advisors first reported a position in CVX in Q4 2016 and held it in 13 quarters. The position peaked at $325K in Q2 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Clearwater Capital Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 2,648 Chevron shares in Q1 2020, an estimated $319K.
Clearwater Capital Advisors first reported a position in Chevron in Q4 2016 and held it in 13 quarters.
Clearwater Capital Advisors's Chevron position peaked at $325K in Q2 2019.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.