MKD Wealth Coaches’s Chevron CVX Stock Holding History

MKD Wealth Coaches’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	–	Sell	-315	Closed	-$39K	–	88
2019 Q2	$39K	Hold	315	–	–	0.03%	97
2019 Q1	$39K	Buy	+315	New	+$37.3K	0.04%	94

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

MKD Wealth Coaches's CVX Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Chevron (CVX) in Q3 2019, closing a stake of 315 shares — an estimated $39K sold.

MKD Wealth Coaches first reported a position in CVX in Q1 2019 and held it in 2 quarters. The position peaked at $39K in Q2 2019. 2,387 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

MKD Wealth Coaches reported no remaining Chevron position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 315 Chevron shares in Q3 2019, an estimated $39K.
MKD Wealth Coaches first reported a position in Chevron in Q1 2019 and held it in 2 quarters.
MKD Wealth Coaches's Chevron position peaked at $39K in Q2 2019.
2,387 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.