Hoover Financial Advisors’s Chevron CVX Stock Holding History

Hoover Financial 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
2021 Q2	$148K	Buy	1,410 +430	+44%	+$45.4K	0.03%	168
2021 Q1	$105K	Sell	980 -100	-9%	-$9.77K	0.02%	188
2020 Q4	$103K	Buy	+1,080	New	+$87.4K	0.03%	171
2020 Q3	–	Sell	-1,376	Closed	-$123K	–	258
2020 Q2	$123K	Buy	+1,376	New	+$123K	0.05%	122

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Hoover Financial Advisors's CVX Position: Q2 2021 in Review

Hoover Financial Advisors increased its Chevron (CVX) stake by 44% in Q2 2021, buying an estimated $45.4K and bringing the position to 1,410 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #168.

Hoover Financial Advisors first reported a position in CVX in Q2 2020 and has held it in 4 quarters since. 2,580 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

Hoover Financial Advisors held 1,410 shares of Chevron worth $148K as of Q2 2021.
Hoover Financial Advisors bought 430 Chevron shares in Q2 2021, an estimated $45.4K.
Chevron made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #168 holding.
Hoover Financial Advisors first reported a position in Chevron in Q2 2020 and has held it in 4 quarters since.
2,580 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.