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Financial Services Advisory’s Chevron CVX Stock Holding History

Financial Services Advisory’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
2018
Q4 		– Sell
-2,495
Closed -$305K – 6
2018
Q3 		$305K Sell
2,495
-2,866
-53% -$348K 0.2% 15
2018
Q2 		$678K Sell
5,361
-90
-2% -$11.2K 0.59% 17
2018
Q1 		$622K Buy
+5,451
New +$652K 0.66% 18

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Services Advisory's CVX Position: Q4 2018 in Review

Financial Services Advisory sold out of Chevron (CVX) in Q4 2018, closing a stake of 2,495 shares — an estimated $305K sold.

Financial Services Advisory first reported a position in CVX in Q1 2018 and held it in 3 quarters. The position peaked at $678K in Q2 2018. 2,332 funds tracked by Wall St. Rank hold CVX as of Q4 2018.

  • Financial Services Advisory reported no remaining Chevron position as of Q4 2018 after selling out during the quarter.
  • Financial Services Advisory sold 2,495 Chevron shares in Q4 2018, an estimated $305K.
  • Financial Services Advisory first reported a position in Chevron in Q1 2018 and held it in 3 quarters.
  • Financial Services Advisory's Chevron position peaked at $678K in Q2 2018.
  • 2,332 funds tracked by Wall St. Rank held Chevron as of Q4 2018.

Based on Financial Services Advisory's 13F filing for Q4 2018, filed 11 Feb 2019.