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Fulcrum Capital’s Chevron CVX Stock Holding History

Fulcrum Capital’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
-2,326
Closed -$284K – 55
2018
Q3 		$284K Hold
2,326
– – 0.11% 56
2018
Q2 		$294K Sell
2,326
-38
-2% -$4.72K 0.14% 44
2018
Q1 		$270K Sell
2,364
-47
-2% -$5.62K 0.09% 61
2017
Q4 		$302K Buy
+2,411
New +$286K 0.1% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fulcrum Capital's CVX Position: Q4 2018 in Review

Fulcrum Capital sold out of Chevron (CVX) in Q4 2018, closing a stake of 2,326 shares — an estimated $284K sold.

Fulcrum Capital first reported a position in CVX in Q4 2017 and held it in 4 quarters. The position peaked at $302K in Q4 2017. 2,331 funds tracked by Wall St. Rank hold CVX as of Q4 2018.

  • Fulcrum Capital reported no remaining Chevron position as of Q4 2018 after selling out during the quarter.
  • Fulcrum Capital sold 2,326 Chevron shares in Q4 2018, an estimated $284K.
  • Fulcrum Capital first reported a position in Chevron in Q4 2017 and held it in 4 quarters.
  • Fulcrum Capital's Chevron position peaked at $302K in Q4 2017.
  • 2,331 funds tracked by Wall St. Rank held Chevron as of Q4 2018.

Based on Fulcrum Capital's 13F filing for Q4 2018, filed 12 Feb 2019.