GWM
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Greenhouse Wealth Management’s Chevron CVX Stock Holding History

Greenhouse Wealth Management’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
Q1 		– Sell
-570
Closed -$48K – 68
2020
Q4 		$48K Buy
+570
New +$46.1K 0.05% 107

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Greenhouse Wealth Management's CVX Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Chevron (CVX) in Q1 2021, closing a stake of 570 shares — an estimated $48K sold.

Greenhouse Wealth Management first reported a position in CVX in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 2,571 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

  • Greenhouse Wealth Management reported no remaining Chevron position as of Q1 2021 after selling out during the quarter.
  • Greenhouse Wealth Management sold 570 Chevron shares in Q1 2021, an estimated $48K.
  • Greenhouse Wealth Management first reported a position in Chevron in Q4 2020 and held it in 1 quarter.
  • Greenhouse Wealth Management's Chevron position peaked at $48K in Q4 2020.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.