Howard Capital Management (New York)’s Chevron CVX Stock Holding History

Howard Capital Management (New York)’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	-12,629	Closed	-$1.13M	–	88
2020 Q2	$1.13M	Buy	12,629 +212	+2%	+$19K	0.15%	55
2020 Q1	$900K	Sell	12,417 -148,350	-92%	-$14.7M	0.15%	58
2019 Q4	$19.4M	Buy	160,767 +18,798	+13%	+$2.21M	2.43%	12
2019 Q3	$16.8M	Sell	141,969 -1,211	-0.8%	-$147K	2.4%	15
2019 Q2	$17.8M	Sell	143,180 -279	-0.2%	-$33.7K	2.43%	11
2019 Q1	$17.7M	Buy	143,459 +2,296	+2%	+$272K	2.5%	11
2018 Q4	$15.4M	Sell	141,163 -99	-0.1%	-$11.5K	2.54%	10
2018 Q3	$17.3M	Buy	141,262 +824	+0.6%	+$100K	2.31%	12
2018 Q2	$17.8M	Sell	140,438 -225	-0.2%	-$27.9K	2.55%	9
2018 Q1	$16M	Buy	140,663 +2,092	+2%	+$250K	2.34%	14
2017 Q4	$17.3M	Sell	138,571 -1,232	-0.9%	-$146K	2.55%	10
2017 Q3	$16.4M	Buy	139,803 +1,698	+1%	+$185K	2.53%	11
2017 Q2	$14.4M	Buy	138,105 +1,063	+0.8%	+$113K	2.26%	15
2017 Q1	$14.7M	Buy	137,042 +1,459	+1%	+$164K	2.46%	12
2016 Q4	$16M	Sell	135,583 -532	-0.4%	-$57.9K	2.83%	8
2016 Q3	$14M	Sell	136,115 -231	-0.2%	-$23.6K	2.55%	11
2016 Q2	$14.3M	Buy	136,346 +1,676	+1%	+$169K	2.75%	11
2016 Q1	$12.8M	Buy	134,670 +4,235	+3%	+$370K	2.52%	12
2015 Q4	$11.7M	Buy	130,435 +19	+0%	+$1.71K	2.3%	12
2015 Q3	$10.3M	Buy	130,416 +5,114	+4%	+$430K	2.09%	17
2015 Q2	$12.1M	Buy	125,302 +34,932	+39%	+$3.67M	2.3%	13
2015 Q1	$9.49M	Buy	90,370 +987	+1%	+$105K	1.83%	23
2014 Q4	$10M	Buy	89,383 +107	+0.1%	+$12.2K	1.93%	21
2014 Q3	$10.7M	Sell	89,276 -575	-0.6%	-$73.4K	2.13%	17
2014 Q2	$11.7M	Sell	89,851 -32,071	-26%	-$3.99M	2.31%	13
2014 Q1	$14.5M	Buy	121,922 +6,782	+6%	+$789K	2.86%	10
2013 Q4	$14.4M	Buy	115,140 +5,528	+5%	+$668K	2.95%	8
2013 Q3	$13.3M	Buy	109,612 +2,828	+3%	+$348K	3.25%	5
2013 Q2	$12.6M	Buy	+106,784	New	+$12.9M	3.31%	5

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Howard Capital Management (New York)'s CVX Position: Q3 2020 in Review

Howard Capital Management (New York) sold out of Chevron (CVX) in Q3 2020, closing a stake of 12,629 shares — an estimated $1.13M sold.

Howard Capital Management (New York) first reported a position in CVX in Q2 2013 and held it in 29 quarters. The position peaked at $19.4M in Q4 2019. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Howard Capital Management (New York) reported no remaining Chevron position as of Q3 2020 after selling out during the quarter.
Howard Capital Management (New York) sold 12,629 Chevron shares in Q3 2020, an estimated $1.13M.
Howard Capital Management (New York) first reported a position in Chevron in Q2 2013 and held it in 29 quarters.
Howard Capital Management (New York)'s Chevron position peaked at $19.4M in Q4 2019.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q3 2020, filed 28 Oct 2020.