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Hochman Cole Investment Advisors’s Chevron CVX Stock Holding History

Hochman Cole Investment 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
2020
Q3 		– Sell
-2,390
Closed -$213K – 113
2020
Q2 		$213K Buy
+2,390
New +$214K 0.12% 100
2020
Q1 		– Sell
-2,107
Closed -$254K – 105
2019
Q4 		$254K Buy
2,107
+3
+0.1% +$353 0.14% 101
2019
Q3 		$250K Buy
2,104
+72
+4% +$8.74K 0.16% 93
2019
Q2 		$253K Buy
2,032
+2
+0.1% +$242 0.15% 100
2019
Q1 		$250K Sell
2,030
-611
-23% -$72.3K 0.15% 102
2018
Q4 		$287K Buy
2,641
+1
+0% +$116 0.2% 87
2018
Q3 		$323K Buy
2,640
+2
+0.1% +$243 0.2% 78
2018
Q2 		$334K Buy
2,638
+1
+0% +$124 0.22% 68
2018
Q1 		$301K Buy
2,637
+7
+0.3% +$837 0.21% 77
2017
Q4 		$329K Sell
2,630
-59
-2% -$7K 0.21% 71
2017
Q3 		$316K Buy
2,689
+7
+0.3% +$764 0.21% 69
2017
Q2 		$280K Buy
2,682
+7
+0.3% +$742 0.19% 72
2017
Q1 		$287K Sell
2,675
-37
-1% -$4.15K 0.21% 70
2016
Q4 		$319K Buy
2,712
+723
+36% +$78.7K 0.23% 66
2016
Q3 		$205K Buy
+1,989
New +$203K 0.15% 82

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hochman Cole Investment Advisors's CVX Position: Q3 2020 in Review

Hochman Cole Investment Advisors sold out of Chevron (CVX) in Q3 2020, closing a stake of 2,390 shares — an estimated $213K sold.

Hochman Cole Investment Advisors first reported a position in CVX in Q3 2016 and held it in 15 quarters. The position peaked at $334K in Q2 2018. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

  • Hochman Cole Investment Advisors reported no remaining Chevron position as of Q3 2020 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 2,390 Chevron shares in Q3 2020, an estimated $213K.
  • Hochman Cole Investment Advisors first reported a position in Chevron in Q3 2016 and held it in 15 quarters.
  • Hochman Cole Investment Advisors's Chevron position peaked at $334K in Q2 2018.
  • 2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.