J.M. Hartwell’s Chevron CVX Stock Holding History

J.M. Hartwell’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
2019 Q3	$503K	Buy	4,245 +560	+15%	+$68K	0.09%	56
2019 Q2	$459K	Sell	3,685 -1,625	-31%	-$196K	0.08%	63
2019 Q1	$654K	Buy	5,310 +40	+0.8%	+$4.73K	0.12%	42
2018 Q4	$573K	Sell	5,270 -900	-15%	-$104K	0.12%	41
2018 Q3	$754K	Buy	6,170 +500	+9%	+$60.7K	0.13%	45
2018 Q2	$717K	Buy	5,670 +800	+16%	+$99.3K	0.13%	44
2018 Q1	$555K	Buy	4,870 +2,950	+154%	+$353K	0.1%	53
2017 Q4	$240K	Buy	+1,920	New	+$228K	0.05%	75
2017 Q1	–	Sell	-1,726	Closed	-$203K	–	88
2016 Q4	$203K	Buy	+1,726	New	+$188K	0.05%	82

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

J.M. Hartwell's CVX Position: Q3 2019 in Review

J.M. Hartwell increased its Chevron (CVX) stake by 15% in Q3 2019, buying an estimated $68K and bringing the position to 4,245 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #56.

J.M. Hartwell first reported a position in CVX in Q4 2016 and has held it in 9 quarters since. The position peaked at $754K in Q3 2018. 2,387 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

J.M. Hartwell held 4,245 shares of Chevron worth $503K as of Q3 2019.
J.M. Hartwell bought 560 Chevron shares in Q3 2019, an estimated $68K.
Chevron made up 0.09% of J.M. Hartwell's portfolio in Q3 2019, its #56 holding.
J.M. Hartwell first reported a position in Chevron in Q4 2016 and has held it in 9 quarters since.
J.M. Hartwell's Chevron position peaked at $754K in Q3 2018.
2,387 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.