DSC Advisors’s Chevron CVX Stock Holding History

DSC 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 Q1	–	Sell	-2,061	Closed	-$248K	–	43
2019 Q4	$248K	Buy	2,061 +138	+7%	+$16.3K	0.12%	66
2019 Q3	$228K	Buy	1,923 +246	+15%	+$29.9K	0.05%	81
2019 Q2	$209K	Sell	1,677 -258	-13%	-$31.2K	0.04%	78
2019 Q1	$238K	Sell	1,935 -139	-7%	-$16.4K	0.04%	68
2018 Q4	$226K	Sell	2,074 -84	-4%	-$9.73K	0.03%	65
2018 Q3	$264K	Buy	+2,158	New	+$262K	0.04%	63

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DSC Advisors's CVX Position: Q1 2020 in Review

DSC Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 2,061 shares — an estimated $248K sold.

DSC Advisors first reported a position in CVX in Q3 2018 and held it in 6 quarters. The position peaked at $264K in Q3 2018. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

DSC Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
DSC Advisors sold 2,061 Chevron shares in Q1 2020, an estimated $248K.
DSC Advisors first reported a position in Chevron in Q3 2018 and held it in 6 quarters.
DSC Advisors's Chevron position peaked at $264K in Q3 2018.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on DSC Advisors's 13F filing for Q1 2020, filed 15 May 2020.