DC Investments Management’s Chevron CVX Stock Holding History

DC Investments Management’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 Q4	–	Sell	-3,912	Closed	-$464K	–	260
2019 Q3	$464K	Hold	3,912	–	–	0.27%	154
2019 Q2	$487K	Buy	3,912 +1,866	+91%	+$226K	0.27%	160
2019 Q1	$252K	Hold	2,046	–	–	0.16%	225
2018 Q4	$223K	Buy	+2,046	New	+$237K	0.18%	217

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

DC Investments Management's CVX Position: Q4 2019 in Review

DC Investments Management sold out of Chevron (CVX) in Q4 2019, closing a stake of 3,912 shares — an estimated $464K sold.

DC Investments Management first reported a position in CVX in Q4 2018 and held it in 4 quarters. The position peaked at $487K in Q2 2019. 2,589 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

DC Investments Management reported no remaining Chevron position as of Q4 2019 after selling out during the quarter.
DC Investments Management sold 3,912 Chevron shares in Q4 2019, an estimated $464K.
DC Investments Management first reported a position in Chevron in Q4 2018 and held it in 4 quarters.
DC Investments Management's Chevron position peaked at $487K in Q2 2019.
2,589 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on DC Investments Management's 13F filing for Q4 2019, filed 7 Feb 2020.