CSat Investment Advisory’s Chevron CVX Stock Holding History

CSat Investment Advisory’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 Q1	$4K	Sell	35 -3	-8%	-$293	﹤0.01%	502
2020 Q4	$3K	Sell	38 -62,323	-100%	-$5.05M	﹤0.01%	505
2020 Q3	$4.49M	Buy	62,361 +19,261	+45%	+$1.62M	0.4%	21
2020 Q2	$3.85M	Buy	43,100 +26,845	+165%	+$2.4M	0.47%	17
2020 Q1	$1.18M	Buy	16,255 +3,019	+23%	+$298K	0.25%	52
2019 Q4	$1.59M	Buy	13,236 +4,037	+44%	+$475K	0.42%	42
2019 Q3	$1.09M	Buy	9,199 +3,339	+57%	+$406K	0.34%	58
2019 Q2	$729K	Buy	5,860 +5,850	+58,500%	+$707K	0.26%	84
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	545
2018 Q4	$1K	Buy	10 +1	+11%	+$116	﹤0.01%	542
2018 Q3	$1K	Buy	9 +2	+29%	+$243	﹤0.01%	542
2018 Q2	$1K	Buy	+7	New	+$869	﹤0.01%	543

Other funds holding CVX

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

CSat Investment Advisory's CVX Position: Q1 2021 in Review

CSat Investment Advisory reduced its Chevron (CVX) stake by 7.9% in Q1 2021, selling an estimated $293 and leaving 35 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

CSat Investment Advisory first reported a position in CVX in Q2 2018 and has held it in 12 quarters since. The position peaked at $4.49M in Q3 2020. 2,571 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

CSat Investment Advisory held 35 shares of Chevron worth $4K as of Q1 2021.
CSat Investment Advisory sold 3 Chevron shares in Q1 2021, an estimated $293.
Chevron made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #502 holding.
CSat Investment Advisory first reported a position in Chevron in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Chevron position peaked at $4.49M in Q3 2020.
2,571 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.