Kiwi Wealth Investments Limited Partnership’s Chevron CVX Stock Holding History

Kiwi Wealth Investments Limited Partnership’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	–	Sell	-23,174	Closed	-$2.07M	–	244
2020 Q2	$2.07M	Sell	23,174 -9,801	-30%	-$877K	0.17%	138
2020 Q1	$2.39M	Buy	32,975 +6,475	+24%	+$640K	0.24%	115
2019 Q4	$3.19M	Sell	26,500 -2,576	-9%	-$303K	0.23%	113
2019 Q3	$3.45M	Hold	29,076	–	–	0.28%	103
2019 Q2	$3.62M	Buy	+29,076	New	+$3.52M	0.32%	94
2015 Q3	–	Sell	-40,367	Closed	-$3.89M	–	105
2015 Q2	$3.89M	Buy	+40,367	New	+$4.24M	0.42%	73

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

Kiwi Wealth Investments Limited Partnership's CVX Position: Q3 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of Chevron (CVX) in Q3 2020, closing a stake of 23,174 shares — an estimated $2.07M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in CVX in Q2 2015 and held it in 6 quarters. The position peaked at $3.89M in Q2 2015. 2,272 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Kiwi Wealth Investments Limited Partnership reported no remaining Chevron position as of Q3 2020 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 23,174 Chevron shares in Q3 2020, an estimated $2.07M.
Kiwi Wealth Investments Limited Partnership first reported a position in Chevron in Q2 2015 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's Chevron position peaked at $3.89M in Q2 2015.
2,272 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2020, filed 16 Nov 2020.