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MacNealy Hoover Investment Management’s Chevron CVX Stock Holding History

MacNealy Hoover Investment Management’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 		$3.71M Sell
31,276
-861
-3% -$105K 3% 10
2019
Q2 		$4M Sell
32,137
-1,174
-4% -$142K 3.03% 10
2019
Q1 		$4.1M Sell
33,311
-431
-1% -$51K 3.16% 9
2018
Q4 		$3.67M Sell
33,742
-848
-2% -$98.2K 3.19% 9
2018
Q3 		$4.23M Sell
34,590
-73
-0.2% -$8.86K 3.11% 7
2018
Q2 		$4.38M Sell
34,663
-19
-0.1% -$2.36K 3.41% 7
2018
Q1 		$3.96M Sell
34,682
-1,239
-3% -$148K 3.16% 7
2017
Q4 		$4.5M Sell
35,921
-649
-2% -$77K 3.25% 7
2017
Q3 		$4.3M Buy
36,570
+271
+0.7% +$29.6K 3.09% 8
2017
Q2 		$3.79M Buy
36,299
+392
+1% +$41.5K 2.88% 9
2017
Q1 		$3.86M Sell
35,907
-709
-2% -$79.5K 2.94% 9
2016
Q4 		$4.31M Sell
36,616
-734
-2% -$79.9K 3.32% 7
2016
Q3 		$3.84M Sell
37,350
-948
-2% -$96.8K 3.09% 8
2016
Q2 		$4.01M Sell
38,298
-1,698
-4% -$171K 3.24% 8
2016
Q1 		$3.81M Buy
39,996
+101
+0.3% +$8.83K 3.1% 9
2015
Q4 		$3.59M Buy
39,895
+3,927
+11% +$354K 3.01% 9
2015
Q3 		$2.84M Buy
35,968
+259
+0.7% +$21.8K 2.55% 10
2015
Q2 		$3.44M Buy
35,709
+976
+3% +$102K 2.82% 9
2015
Q1 		$3.65M Buy
34,733
+2
+0% +$213 3.16% 6
2014
Q4 		$3.9M Sell
34,731
-1,249
-3% -$142K 3.32% 6
2014
Q3 		$4.29M Sell
35,980
-50
-0.1% -$6.38K 3.77% 3
2014
Q2 		$4.7M Sell
36,030
-325
-0.9% -$40.4K 4.12% 2
2014
Q1 		$4.32M Buy
36,355
+652
+2% +$75.8K 3.87% 2
2013
Q4 		$4.46M Buy
+35,703
New +$4.32M 4.14% 2

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MacNealy Hoover Investment Management's CVX Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its Chevron (CVX) stake by 2.7% in Q3 2019, selling an estimated $105K and leaving 31,276 shares worth $3.71M. The position accounts for 3% of the portfolio, ranked #10.

MacNealy Hoover Investment Management first reported a position in CVX in Q4 2013 and has held it in 24 quarters since. The position peaked at $4.7M in Q2 2014. 2,388 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

  • MacNealy Hoover Investment Management held 31,276 shares of Chevron worth $3.71M as of Q3 2019.
  • MacNealy Hoover Investment Management sold 861 Chevron shares in Q3 2019, an estimated $105K.
  • Chevron made up 3% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #10 holding.
  • MacNealy Hoover Investment Management first reported a position in Chevron in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's Chevron position peaked at $4.7M in Q2 2014.
  • 2,388 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.