Huber Financial Advisors’s Chevron CVX Stock Holding History

Huber 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
2020 Q1	–	Sell	-1,748	Closed	-$211K	–	120
2019 Q4	$211K	Hold	1,748	–	–	0.07%	114
2019 Q3	$207K	Hold	1,748	–	–	0.08%	112
2019 Q2	$218K	Hold	1,748	–	–	0.09%	111
2019 Q1	$215K	Buy	+1,748	New	+$207K	0.1%	112
2018 Q4	–	Sell	-2,225	Closed	-$272K	–	101
2018 Q3	$272K	Buy	2,225 +5	+0.2%	+$607	0.21%	80
2018 Q2	$280K	Buy	+2,220	New	+$276K	0.26%	75
2018 Q1	–	Sell	-1,748	Closed	-$219K	–	94
2017 Q4	$219K	Buy	+1,748	New	+$207K	0.24%	72

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Huber Financial Advisors's CVX Position: Q1 2020 in Review

Huber Financial Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 1,748 shares — an estimated $211K sold.

Huber Financial Advisors first reported a position in CVX in Q4 2017 and held it in 7 quarters. The position peaked at $280K in Q2 2018. 2,318 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Huber Financial Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Huber Financial Advisors sold 1,748 Chevron shares in Q1 2020, an estimated $211K.
Huber Financial Advisors first reported a position in Chevron in Q4 2017 and held it in 7 quarters.
Huber Financial Advisors's Chevron position peaked at $280K in Q2 2018.
2,318 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.