Grace Capital’s Chevron CVX Stock Holding History

Grace 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
2021 Q2	–	Sell	-500	Closed	-$52K	–	169
2021 Q1	$52K	Hold	500	–	–	0.03%	206
2020 Q4	$42K	Hold	500	–	–	0.03%	218
2020 Q3	$36K	Hold	500	–	–	0.03%	211
2020 Q2	$45K	Hold	500	–	–	0.04%	181
2020 Q1	$36K	Hold	500	–	–	0.04%	151
2019 Q4	$60K	Hold	500	–	–	0.05%	158
2019 Q3	$59K	Hold	500	–	–	0.06%	130
2019 Q2	$62K	Hold	500	–	–	0.03%	174
2019 Q1	$62K	Hold	500	–	–	0.02%	195
2018 Q4	$54K	Hold	500	–	–	0.03%	202
2018 Q3	$61K	Hold	500	–	–	0.02%	193
2018 Q2	$63K	Buy	+500	New	+$62.1K	0.02%	200

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grace Capital's CVX Position: Q2 2021 in Review

Grace Capital sold out of Chevron (CVX) in Q2 2021, closing a stake of 500 shares — an estimated $52K sold.

Grace Capital first reported a position in CVX in Q2 2018 and held it in 12 quarters. The position peaked at $63K in Q2 2018. 2,579 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

Grace Capital reported no remaining Chevron position as of Q2 2021 after selling out during the quarter.
Grace Capital sold 500 Chevron shares in Q2 2021, an estimated $52K.
Grace Capital first reported a position in Chevron in Q2 2018 and held it in 12 quarters.
Grace Capital's Chevron position peaked at $63K in Q2 2018.
2,579 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Grace Capital's 13F filing for Q2 2021, filed 11 Aug 2021.