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MYCIO Wealth Partners’s Chevron CVX Stock Holding History

MYCIO Wealth 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
-10,579
Closed -$1.27M – 97
2019
Q4 		$1.27M Sell
10,579
-1,266
-11% -$149K 0.08% 109
2019
Q3 		$1.41M Buy
11,845
+1,581
+15% +$192K 0.1% 87
2019
Q2 		$1.28M Buy
10,264
+432
+4% +$52.2K 0.1% 90
2019
Q1 		$1.21M Sell
9,832
-75
-0.8% -$8.87K 0.1% 86
2018
Q4 		$1.08M Buy
9,907
+109
+1% +$12.6K 0.1% 91
2018
Q3 		$1.2M Buy
9,798
+3
+0% +$364 0.12% 82
2018
Q2 		$1.24M Buy
9,795
+1,412
+17% +$175K 0.13% 76
2018
Q1 		$956K Sell
8,383
-97
-1% -$11.6K 0.11% 80
2017
Q4 		$1.06M Hold
8,480
– – 0.11% 76
2017
Q3 		$996K Buy
8,480
+70
+0.8% +$7.64K 0.11% 82
2017
Q2 		$877K Sell
8,410
-1,296
-13% -$137K 0.1% 87
2017
Q1 		$1.04M Sell
9,706
-178
-2% -$20K 0.13% 77
2016
Q4 		$1.16M Buy
9,884
+1,275
+15% +$139K 0.16% 62
2016
Q3 		$886K Buy
8,609
+783
+10% +$80K 0.15% 66
2016
Q2 		$820K Buy
7,826
+2,033
+35% +$204K 0.14% 72
2016
Q1 		$553K Buy
5,793
+3
+0.1% +$262 0.1% 90
2015
Q4 		$521K Sell
5,790
-463
-7% -$41.8K 0.09% 88
2015
Q3 		$493K Sell
6,253
-1,944
-24% -$164K 0.1% 80
2015
Q2 		$791K Sell
8,197
-513
-6% -$53.9K 0.15% 60
2015
Q1 		$914K Buy
8,710
+3,903
+81% +$417K 0.19% 55
2014
Q4 		$539K Buy
4,807
+917
+24% +$104K 0.11% 75
2014
Q3 		$464K Buy
3,890
+2
+0.1% +$255 0.11% 78
2014
Q2 		$508K Buy
3,888
+2
+0.1% +$249 0.12% 75
2014
Q1 		$462K Sell
3,886
-4,412
-53% -$513K 0.11% 76
2013
Q4 		$1.04M Buy
8,298
+94
+1% +$11.4K 0.26% 43
2013
Q3 		$997K Sell
8,204
-252
-3% -$31K 0.27% 43
2013
Q2 		$1M Buy
+8,456
New +$1.02M 0.28% 37

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

MYCIO Wealth Partners's CVX Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Chevron (CVX) in Q1 2020, closing a stake of 10,579 shares — an estimated $1.27M sold.

MYCIO Wealth Partners first reported a position in CVX in Q2 2013 and held it in 27 quarters. The position peaked at $1.41M in Q3 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 10,579 Chevron shares in Q1 2020, an estimated $1.27M.
  • MYCIO Wealth Partners first reported a position in Chevron in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Chevron position peaked at $1.41M in Q3 2019.
  • 2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.