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FFT Wealth Management’s Chevron CVX Stock Holding History

FFT Wealth 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
2021
Q3 		– Sell
-1,547
Closed -$162K – 135
2021
Q2 		$162K Buy
+1,547
New +$163K 0.04% 80
2017
Q3 		– Sell
-4,500
Closed -$469K – 39
2017
Q2 		$469K Buy
+4,500
New +$477K 0.15% 51

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FFT Wealth Management's CVX Position: Q3 2021 in Review

FFT Wealth Management sold out of Chevron (CVX) in Q3 2021, closing a stake of 1,547 shares — an estimated $162K sold.

FFT Wealth Management first reported a position in CVX in Q2 2017 and held it in 2 quarters. The position peaked at $469K in Q2 2017. 2,572 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • FFT Wealth Management reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
  • FFT Wealth Management sold 1,547 Chevron shares in Q3 2021, an estimated $162K.
  • FFT Wealth Management first reported a position in Chevron in Q2 2017 and held it in 2 quarters.
  • FFT Wealth Management's Chevron position peaked at $469K in Q2 2017.
  • 2,572 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.