JOYN Advisors’s Chevron CVX Stock Holding History

JOYN 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	-5,381	Closed	-$648K	–	120
2019 Q4	$648K	Sell	5,381 -339	-6%	-$39.9K	0.14%	41
2019 Q3	$678K	Buy	5,720 +244	+4%	+$29.6K	0.15%	40
2019 Q2	$650K	Buy	5,476 +578	+12%	+$69.9K	0.15%	49
2019 Q1	$603K	Sell	4,898 -350	-7%	-$41.4K	0.14%	39
2018 Q4	$571K	Buy	5,248 +1,391	+36%	+$161K	0.13%	48
2018 Q3	$472K	Sell	3,857 -480	-11%	-$58.2K	0.09%	55
2018 Q2	$548K	Buy	4,337 +2,324	+115%	+$288K	0.12%	49
2018 Q1	$230K	Buy	+2,013	New	+$241K	0.05%	116

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

JOYN Advisors's CVX Position: Q1 2020 in Review

JOYN Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 5,381 shares — an estimated $648K sold.

JOYN Advisors first reported a position in CVX in Q1 2018 and held it in 8 quarters. The position peaked at $678K in Q3 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

JOYN Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
JOYN Advisors sold 5,381 Chevron shares in Q1 2020, an estimated $648K.
JOYN Advisors first reported a position in Chevron in Q1 2018 and held it in 8 quarters.
JOYN Advisors's Chevron position peaked at $678K in Q3 2019.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.