Lucia Wealth Services’s Chevron CVX Stock Holding History

Lucia Wealth Services’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	$98K	Hold	1,362	–	–	0.02%	146
2020 Q2	$122K	Buy	1,362 +110	+9%	+$9.85K	0.03%	135
2020 Q1	$91K	Buy	1,252 +5	+0.4%	+$494	0.03%	149
2019 Q4	$150K	Hold	1,247	–	–	0.05%	123
2019 Q3	$148K	Sell	1,247 -285	-19%	-$34.6K	0.05%	107
2019 Q2	$191K	Sell	1,532 -196	-11%	-$23.7K	0.07%	110
2019 Q1	$213K	Buy	1,728 +183	+12%	+$21.7K	0.07%	118
2018 Q4	$168K	Sell	1,545 -396	-20%	-$45.9K	0.08%	118
2018 Q3	$237K	Buy	1,941 +54	+3%	+$6.55K	0.07%	133
2018 Q2	$239K	Buy	1,887 +122	+7%	+$15.1K	0.1%	117
2018 Q1	$201K	Sell	1,765 -1,092	-38%	-$131K	0.07%	111
2017 Q4	$358K	Buy	+2,857	New	+$339K	0.16%	100

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

Lucia Wealth Services's CVX Position: Q3 2020 in Review

Lucia Wealth Services held its Chevron (CVX) position steady in Q3 2020 at 1,362 shares worth $98K. The position accounts for 0.02% of the portfolio, ranked #146.

Lucia Wealth Services first reported a position in CVX in Q4 2017 and has held it in 12 quarters since. The position peaked at $358K in Q4 2017. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Lucia Wealth Services held 1,362 shares of Chevron worth $98K as of Q3 2020.
Lucia Wealth Services left its Chevron share count unchanged in Q3 2020.
Chevron made up 0.02% of Lucia Wealth Services's portfolio in Q3 2020, its #146 holding.
Lucia Wealth Services first reported a position in Chevron in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Chevron position peaked at $358K in Q4 2017.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.