Independence Advisors’s Chevron CVX Stock Holding History

Independence 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	$275K	Buy	3,823 +160	+4%	+$13.5K	0.06%	75
2020 Q2	$327K	Sell	3,663 -49	-1%	-$4.39K	0.07%	63
2020 Q1	$269K	Sell	3,712 -497	-12%	-$49.1K	0.07%	63
2019 Q4	$507K	Sell	4,209 -380	-8%	-$44.8K	0.12%	49
2019 Q3	$544K	Sell	4,589 -395	-8%	-$48K	0.13%	51
2019 Q2	$620K	Buy	4,984 +310	+7%	+$37.5K	0.16%	49
2019 Q1	$576K	Buy	4,674 +289	+7%	+$34.2K	0.16%	49
2018 Q4	$477K	Sell	4,385 -42	-0.9%	-$4.87K	0.16%	48
2018 Q3	$541K	Buy	4,427 +320	+8%	+$38.8K	0.16%	43
2018 Q2	$519K	Sell	4,107 -100	-2%	-$12.4K	0.17%	42
2018 Q1	$480K	Hold	4,207	–	–	0.16%	43
2017 Q4	$527K	Sell	4,207 -25	-0.6%	-$2.96K	0.18%	42
2017 Q3	$497K	Hold	4,232	–	–	0.2%	36
2017 Q2	$442K	Sell	4,232 -209	-5%	-$22.1K	0.18%	44
2017 Q1	$477K	Sell	4,441 -42	-0.9%	-$4.71K	0.2%	41
2016 Q4	$528K	Sell	4,483 -10	-0.2%	-$1.09K	0.23%	39
2016 Q3	$462K	Buy	+4,493	New	+$459K	0.22%	41

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

Independence Advisors's CVX Position: Q3 2020 in Review

Independence Advisors increased its Chevron (CVX) stake by 4.4% in Q3 2020, buying an estimated $13.5K and bringing the position to 3,823 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #75.

Independence Advisors first reported a position in CVX in Q3 2016 and has held it in 17 quarters since. The position peaked at $620K in Q2 2019. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Independence Advisors held 3,823 shares of Chevron worth $275K as of Q3 2020.
Independence Advisors bought 160 Chevron shares in Q3 2020, an estimated $13.5K.
Chevron made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #75 holding.
Independence Advisors first reported a position in Chevron in Q3 2016 and has held it in 17 quarters since.
Independence Advisors's Chevron position peaked at $620K in Q2 2019.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.