Guidant Wealth Advisors’s Chevron CVX Stock Holding History

Guidant Wealth 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
2019 Q3	$31K	Buy	260 +1	+0.4%	+$121	0.01%	192
2019 Q2	$32K	Buy	259 +101	+64%	+$12.2K	0.01%	196
2019 Q1	$19K	Buy	158 +104	+193%	+$12.3K	0.01%	225
2018 Q4	$5K	Buy	54 +1	+2%	+$116	﹤0.01%	215
2018 Q3	$6K	Hold	53	–	–	﹤0.01%	163
2018 Q2	$6K	Buy	53 +1	+2%	+$124	﹤0.01%	166
2018 Q1	$5K	Hold	52	–	–	﹤0.01%	166
2017 Q4	$6K	Hold	52	–	–	﹤0.01%	164
2017 Q3	$6K	Sell	52 -151	-74%	-$16.5K	﹤0.01%	172
2017 Q2	$20K	Hold	203	–	–	0.01%	155
2017 Q1	$22K	Buy	+203	New	+$22.8K	0.01%	131
2016 Q4	–	Sell	-450	Closed	-$46K	–	203
2016 Q3	$46K	Buy	+450	New	+$45.9K	0.03%	97

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Guidant Wealth Advisors's CVX Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Chevron (CVX) stake by 0.39% in Q3 2019, buying an estimated $121 and bringing the position to 260 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #192.

Guidant Wealth Advisors first reported a position in CVX in Q3 2016 and has held it in 12 quarters since. The position peaked at $46K in Q3 2016. 2,387 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

Guidant Wealth Advisors held 260 shares of Chevron worth $31K as of Q3 2019.
Guidant Wealth Advisors bought 1 Chevron share in Q3 2019, an estimated $121.
Chevron made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #192 holding.
Guidant Wealth Advisors first reported a position in Chevron in Q3 2016 and has held it in 12 quarters since.
Guidant Wealth Advisors's Chevron position peaked at $46K in Q3 2016.
2,387 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.