EWA
CVX icon

ERTS Wealth Advisors’s Chevron CVX Stock Holding History

ERTS 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
Q1 		– Sell
-1,720
Closed -$207K – 80
2019
Q4 		$207K Hold
1,720
– – 0.09% 80
2019
Q3 		$204K Sell
1,720
-50
-3% -$6.07K 0.1% 78
2019
Q2 		$220K Hold
1,770
– – 0.12% 76
2019
Q1 		$218K Buy
1,770
+415
+31% +$49.1K 0.13% 77
2018
Q4 		$147K Buy
+1,355
New +$157K 0.11% 90

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ERTS Wealth Advisors's CVX Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 1,720 shares — an estimated $207K sold.

ERTS Wealth Advisors first reported a position in CVX in Q4 2018 and held it in 5 quarters. The position peaked at $220K in Q2 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

  • ERTS Wealth Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,720 Chevron shares in Q1 2020, an estimated $207K.
  • ERTS Wealth Advisors first reported a position in Chevron in Q4 2018 and held it in 5 quarters.
  • ERTS Wealth Advisors's Chevron position peaked at $220K in Q2 2019.
  • 2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

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