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Cypress Wealth Advisors’s Chevron CVX Stock Holding History

Cypress Wealth 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
2019
Q1 		$1.23M Hold
9,972
– – 1.41% 28
2018
Q4 		$1.08M Buy
9,972
+25
+0.3% +$2.9K 1.49% 24
2018
Q3 		$1.22M Hold
9,947
– – 1.28% 31
2018
Q2 		$1.26M Sell
9,947
-332
-3% -$41.2K 1.36% 28
2018
Q1 		$1.17M Buy
10,279
+21
+0.2% +$2.51K 1.27% 30
2017
Q4 		$1.28M Sell
10,258
-700
-6% -$83K 1.23% 32
2017
Q3 		$1.29M Sell
10,958
-483
-4% -$52.7K 2.08% 14
2017
Q2 		$1.19M Sell
11,441
-11,535
-50% -$1.22M 1.39% 21
2017
Q1 		$2.47M Buy
22,976
+307
+1% +$34.4K 1.13% 18
2016
Q4 		$2.67M Buy
22,669
+608
+3% +$66.2K 1.22% 18
2016
Q3 		$2.27M Buy
22,061
+294
+1% +$30K 1.02% 20
2016
Q2 		$2.28M Buy
21,767
+52
+0.2% +$5.23K 1.13% 19
2016
Q1 		$2.07M Buy
21,715
+4
+0% +$350 0.95% 24
2015
Q4 		$1.95M Buy
21,711
+120
+0.6% +$10.8K 0.99% 24
2015
Q3 		$1.7M Buy
21,591
+3,746
+21% +$315K 0.92% 23
2015
Q2 		$1.72M Buy
+17,845
New +$1.87M 1.01% 25

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Advisors's CVX Position: Q1 2019 in Review

Cypress Wealth Advisors held its Chevron (CVX) position steady in Q1 2019 at 9,972 shares worth $1.23M. The position accounts for 1.41% of the portfolio, ranked #28.

Cypress Wealth Advisors first reported a position in CVX in Q2 2015 and has held it in 16 quarters since. The position peaked at $2.67M in Q4 2016. 2,396 funds tracked by Wall St. Rank hold CVX as of Q1 2019.

  • Cypress Wealth Advisors held 9,972 shares of Chevron worth $1.23M as of Q1 2019.
  • Cypress Wealth Advisors left its Chevron share count unchanged in Q1 2019.
  • Chevron made up 1.41% of Cypress Wealth Advisors's portfolio in Q1 2019, its #28 holding.
  • Cypress Wealth Advisors first reported a position in Chevron in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Chevron position peaked at $2.67M in Q4 2016.
  • 2,396 funds tracked by Wall St. Rank held Chevron as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.