D. Scott Neal’s Chevron CVX Stock Holding History

D. Scott Neal’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	-3,276	Closed	-$343K	–	50
2021 Q1	$343K	Hold	3,276	–	–	0.15%	30
2020 Q4	$277K	Sell	3,276 -1,100	-25%	-$89.1K	0.14%	32
2020 Q3	$315K	Hold	4,376	–	–	0.18%	26
2020 Q2	$390K	Hold	4,376	–	–	0.24%	22
2020 Q1	$317K	Buy	+4,376	New	+$432K	0.19%	23
2018 Q3	–	Sell	-1,449	Closed	-$183K	–	42
2018 Q2	$183K	Sell	1,449 -102	-7%	-$12.7K	0.1%	37
2018 Q1	$177K	Hold	1,551	–	–	0.1%	43
2017 Q4	$194K	Sell	1,551 -100	-6%	-$11.9K	0.12%	43
2017 Q3	$194K	Buy	1,651 +100	+6%	+$10.9K	0.12%	38
2017 Q2	$162K	Hold	1,551	–	–	0.11%	49
2017 Q1	$167K	Hold	1,551	–	–	0.11%	49
2016 Q4	$183K	Buy	1,551 +865	+126%	+$94.2K	0.13%	36
2016 Q3	$71K	Buy	686 +277	+68%	+$28.3K	0.06%	63
2016 Q2	$43K	Hold	409	–	–	0.04%	69
2016 Q1	$39K	Buy	409 +9	+2%	+$787	0.04%	63
2015 Q4	$36K	Buy	+400	New	+$36.1K	0.03%	66

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

D. Scott Neal's CVX Position: Q2 2021 in Review

D. Scott Neal sold out of Chevron (CVX) in Q2 2021, closing a stake of 3,276 shares — an estimated $343K sold.

D. Scott Neal first reported a position in CVX in Q4 2015 and held it in 16 quarters. The position peaked at $390K in Q2 2020. 2,579 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

D. Scott Neal reported no remaining Chevron position as of Q2 2021 after selling out during the quarter.
D. Scott Neal sold 3,276 Chevron shares in Q2 2021, an estimated $343K.
D. Scott Neal first reported a position in Chevron in Q4 2015 and held it in 16 quarters.
D. Scott Neal's Chevron position peaked at $390K in Q2 2020.
2,579 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on D. Scott Neal's 13F filing for Q2 2021, filed 2 Aug 2021.