Integer Wealth Advisors Group’s Chevron CVX Stock Holding History

Integer Wealth Advisors Group’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 Q1	$306K	Hold	2,974	–	–	0.17%	67
2020 Q4	$267K	Sell	2,974 -1,026	-26%	-$83.1K	0.18%	64
2020 Q3	$288K	Hold	4,000	–	–	0.26%	54
2020 Q2	$331K	Hold	4,000	–	–	0.34%	42
2020 Q1	$382K	Sell	4,000 -552	-12%	-$54.5K	0.43%	39
2019 Q4	$486K	Buy	+4,552	New	+$536K	0.48%	37

Other funds holding CVX

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

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

Integer Wealth Advisors Group's CVX Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Chevron (CVX) position steady in Q1 2021 at 2,974 shares worth $306K. The position accounts for 0.17% of the portfolio, ranked #67.

Integer Wealth Advisors Group first reported a position in CVX in Q4 2019 and has held it in 6 quarters since. The position peaked at $486K in Q4 2019. 2,571 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

Integer Wealth Advisors Group held 2,974 shares of Chevron worth $306K as of Q1 2021.
Integer Wealth Advisors Group left its Chevron share count unchanged in Q1 2021.
Chevron made up 0.17% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #67 holding.
Integer Wealth Advisors Group first reported a position in Chevron in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's Chevron position peaked at $486K in Q4 2019.
2,571 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.