Cowen Prime Advisors’s Chevron CVX Stock Holding History

Cowen Prime 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	-10,900	Closed	-$1.31M	–	198
2019 Q4	$1.31M	Hold	10,900	–	–	0.6%	37
2019 Q3	$1.29M	Sell	10,900 -450	-4%	-$54.7K	0.67%	36
2019 Q2	$1.41M	Sell	11,350 -300	-3%	-$36.3K	0.68%	38
2019 Q1	$1.44M	Buy	11,650 +1,800	+18%	+$213K	0.74%	36
2018 Q4	$1.07M	Sell	9,850 -9,395	-49%	-$1.09M	0.65%	43
2018 Q3	$2.35M	Sell	19,245 -3,900	-17%	-$473K	1.09%	30
2018 Q2	$2.93M	Buy	23,145 +845	+4%	+$105K	1.44%	21
2018 Q1	$2.54M	Buy	+22,300	New	+$2.67M	1.41%	24
2015 Q2	–	Sell	-201	Closed	-$21K	–	264
2015 Q1	$21K	Buy	+201	New	+$21.4K	0.01%	221
2014 Q1	–	Sell	-9,500	Closed	-$1.19M	–	280
2013 Q4	$1.19M	Hold	9,500	–	–	0.46%	34
2013 Q3	$1.15M	Hold	9,500	–	–	0.45%	39
2013 Q2	$1.13M	Buy	+9,500	New	+$1.15M	0.47%	39

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

Cowen Prime Advisors's CVX Position: Q1 2020 in Review

Cowen Prime Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 10,900 shares — an estimated $1.31M sold.

Cowen Prime Advisors first reported a position in CVX in Q2 2013 and held it in 12 quarters. The position peaked at $2.93M in Q2 2018. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Cowen Prime Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Cowen Prime Advisors sold 10,900 Chevron shares in Q1 2020, an estimated $1.31M.
Cowen Prime Advisors first reported a position in Chevron in Q2 2013 and held it in 12 quarters.
Cowen Prime Advisors's Chevron position peaked at $2.93M in Q2 2018.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Cowen Prime Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.