FundX Investment Group’s Chevron CVX Stock Holding History

FundX Investment Group’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	-13,978	Closed	-$1.68M	–	43
2019 Q4	$1.68M	Buy	13,978 +278	+2%	+$32.7K	0.45%	29
2019 Q3	$1.63M	Hold	13,700	–	–	0.58%	19
2019 Q2	$1.71M	Hold	13,700	–	–	0.7%	19
2019 Q1	$1.69M	Hold	13,700	–	–	0.57%	22
2018 Q4	$1.49M	Hold	13,700	–	–	0.55%	26
2018 Q3	$1.68M	Hold	13,700	–	–	0.92%	14
2018 Q2	$1.73M	Hold	13,700	–	–	0.86%	14
2018 Q1	$1.56M	Sell	13,700 -278	-2%	-$33.2K	0.82%	12
2017 Q4	$1.75M	Buy	13,978 +278	+2%	+$33K	0.88%	13
2017 Q3	$1.61M	Hold	13,700	–	–	0.68%	13
2017 Q2	$1.43M	Sell	13,700 -268	-2%	-$28.4K	0.58%	15
2017 Q1	$1.5M	Hold	13,968	–	–	0.63%	21
2016 Q4	$1.64M	Hold	13,968	–	–	0.58%	20
2016 Q3	$1.44M	Buy	+13,968	New	+$1.43M	0.37%	25

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

FundX Investment Group's CVX Position: Q1 2020 in Review

FundX Investment Group sold out of Chevron (CVX) in Q1 2020, closing a stake of 13,978 shares — an estimated $1.68M sold.

FundX Investment Group first reported a position in CVX in Q3 2016 and held it in 14 quarters. The position peaked at $1.75M in Q4 2017. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

FundX Investment Group reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 13,978 Chevron shares in Q1 2020, an estimated $1.68M.
FundX Investment Group first reported a position in Chevron in Q3 2016 and held it in 14 quarters.
FundX Investment Group's Chevron position peaked at $1.75M in Q4 2017.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.