Kopp Investment Advisors’s Chevron CVX Stock Holding History

Kopp Investment 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
2019 Q3	$316K	Sell	2,665 -206	-7%	-$25K	0.58%	39
2019 Q2	$357K	Sell	2,871 -1,725	-38%	-$209K	0.41%	40
2019 Q1	$566K	Buy	4,596 +317	+7%	+$37.5K	0.46%	40
2018 Q4	$466K	Sell	4,279 -18	-0.4%	-$2.08K	0.45%	45
2018 Q3	$525K	Sell	4,297 -56	-1%	-$6.79K	0.44%	46
2018 Q2	$550K	Buy	4,353 +6	+0.1%	+$745	0.52%	45
2018 Q1	$496K	Sell	4,347 -162	-4%	-$19.4K	0.5%	50
2017 Q4	$564K	Buy	4,509 +94	+2%	+$11.1K	0.56%	48
2017 Q3	$519K	Buy	+4,415	New	+$482K	0.48%	49

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

Kopp Investment Advisors's CVX Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Chevron (CVX) stake by 7.2% in Q3 2019, selling an estimated $25K and leaving 2,665 shares worth $316K. The position accounts for 0.58% of the portfolio, ranked #39.

Kopp Investment Advisors first reported a position in CVX in Q3 2017 and has held it in 9 quarters since. The position peaked at $566K in Q1 2019. 2,388 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

Kopp Investment Advisors held 2,665 shares of Chevron worth $316K as of Q3 2019.
Kopp Investment Advisors sold 206 Chevron shares in Q3 2019, an estimated $25K.
Chevron made up 0.58% of Kopp Investment Advisors's portfolio in Q3 2019, its #39 holding.
Kopp Investment Advisors first reported a position in Chevron in Q3 2017 and has held it in 9 quarters since.
Kopp Investment Advisors's Chevron position peaked at $566K in Q1 2019.
2,388 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.