Divergent Wealth Advisors’s Chevron CVX Stock Holding History

Divergent 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
2020 Q4	–	Sell	-9,412	Closed	-$678K	–	22
2020 Q3	$678K	Sell	9,412 -240	-2%	-$20.2K	0.18%	19
2020 Q2	$861K	Buy	9,652 +100	+1%	+$8.95K	0.25%	20
2020 Q1	$692K	Buy	+9,552	New	+$944K	0.25%	20
2019 Q4	–	Sell	-11,552	Closed	-$1.37M	–	42
2019 Q3	$1.37M	Hold	11,552	–	–	0.42%	22
2019 Q2	$1.44M	Hold	11,552	–	–	0.46%	21
2019 Q1	$1.42M	Sell	11,552 -11	-0.1%	-$1.3K	0.47%	21
2018 Q4	$1.26M	Buy	11,563 +11	+0.1%	+$1.27K	0.47%	22
2018 Q3	$1.45M	Hold	11,552	–	–	0.5%	19
2018 Q2	$1.46M	Sell	11,552 -16	-0.1%	-$1.99K	0.53%	19
2018 Q1	$1.32M	Buy	+11,568	New	+$1.38M	0.49%	19

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Divergent Wealth Advisors's CVX Position: Q4 2020 in Review

Divergent Wealth Advisors sold out of Chevron (CVX) in Q4 2020, closing a stake of 9,412 shares — an estimated $678K sold.

Divergent Wealth Advisors first reported a position in CVX in Q1 2018 and held it in 10 quarters. The position peaked at $1.46M in Q2 2018. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

Divergent Wealth Advisors reported no remaining Chevron position as of Q4 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 9,412 Chevron shares in Q4 2020, an estimated $678K.
Divergent Wealth Advisors first reported a position in Chevron in Q1 2018 and held it in 10 quarters.
Divergent Wealth Advisors's Chevron position peaked at $1.46M in Q2 2018.
2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Divergent Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.