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Legacy Wealth Partners (California)’s Chevron CVX Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$285K Sell
2,723
-26
-0.9% -$2.75K 0.16% 80
2021
Q1 		$288K Sell
2,749
-446
-14% -$43.5K 0.17% 75
2020
Q4 		$270K Buy
+3,195
New +$259K 0.17% 84
2020
Q3 		– Sell
-2,932
Closed -$262K – 92
2020
Q2 		$262K Sell
2,932
-2,841
-49% -$254K 0.2% 84
2020
Q1 		$418K Buy
+5,773
New +$570K 0.39% 53

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Partners (California)'s CVX Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Chevron (CVX) stake by 0.95% in Q2 2021, selling an estimated $2.75K and leaving 2,723 shares worth $285K. The position accounts for 0.16% of the portfolio, ranked #80.

Legacy Wealth Partners (California) first reported a position in CVX in Q1 2020 and has held it in 5 quarters since. The position peaked at $418K in Q1 2020. 2,579 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

  • Legacy Wealth Partners (California) held 2,723 shares of Chevron worth $285K as of Q2 2021.
  • Legacy Wealth Partners (California) sold 26 Chevron shares in Q2 2021, an estimated $2.75K.
  • Chevron made up 0.16% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #80 holding.
  • Legacy Wealth Partners (California) first reported a position in Chevron in Q1 2020 and has held it in 5 quarters since.
  • Legacy Wealth Partners (California)'s Chevron position peaked at $418K in Q1 2020.
  • 2,579 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.