GCA
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Gideon Capital Advisors’s Chevron CVX Stock Holding History

Gideon Capital 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
2018
Q2 		– Sell
-2,853
Closed -$325K – 387
2018
Q1 		$325K Sell
2,853
-502
-15% -$60K 0.2% 208
2017
Q4 		$420K Buy
+3,355
New +$398K 0.37% 76

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gideon Capital Advisors's CVX Position: Q2 2018 in Review

Gideon Capital Advisors sold out of Chevron (CVX) in Q2 2018, closing a stake of 2,853 shares — an estimated $325K sold.

Gideon Capital Advisors first reported a position in CVX in Q4 2017 and held it in 2 quarters. The position peaked at $420K in Q4 2017. 2,250 funds tracked by Wall St. Rank hold CVX as of Q2 2018.

  • Gideon Capital Advisors reported no remaining Chevron position as of Q2 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 2,853 Chevron shares in Q2 2018, an estimated $325K.
  • Gideon Capital Advisors first reported a position in Chevron in Q4 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's Chevron position peaked at $420K in Q4 2017.
  • 2,250 funds tracked by Wall St. Rank held Chevron as of Q2 2018.

Based on Gideon Capital Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.