Milestone Advisory Partners’s Chevron CVX Stock Holding History

Milestone Advisory Partners’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 Q1	–	Sell	-3,131	Closed	-$377K	–	40
2019 Q4	$377K	Hold	3,131	–	–	0.2%	41
2019 Q3	$371K	Hold	3,131	–	–	0.21%	39
2019 Q2	$390K	Hold	3,131	–	–	0.24%	35
2019 Q1	$386K	Buy	3,131 +1,200	+62%	+$142K	0.25%	36
2018 Q4	$210K	Hold	1,931	–	–	0.18%	41
2018 Q3	$236K	Sell	1,931 -200	-9%	-$24.3K	0.17%	45
2018 Q2	$269K	Sell	2,131 -165	-7%	-$20.5K	0.2%	41
2018 Q1	$262K	Hold	2,296	–	–	0.2%	41
2017 Q4	$287K	Buy	+2,296	New	+$272K	0.22%	38

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Milestone Advisory Partners's CVX Position: Q1 2020 in Review

Milestone Advisory Partners sold out of Chevron (CVX) in Q1 2020, closing a stake of 3,131 shares — an estimated $377K sold.

Milestone Advisory Partners first reported a position in CVX in Q4 2017 and held it in 9 quarters. The position peaked at $390K in Q2 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Milestone Advisory Partners reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Milestone Advisory Partners sold 3,131 Chevron shares in Q1 2020, an estimated $377K.
Milestone Advisory Partners first reported a position in Chevron in Q4 2017 and held it in 9 quarters.
Milestone Advisory Partners's Chevron position peaked at $390K in Q2 2019.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Milestone Advisory Partners's 13F filing for Q1 2020, filed 31 Jul 2020.