Nancy B. Gardiner’s Chevron CVX Stock Holding History

Nancy B. Gardiner’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 Q2	$417K	Buy	4,675 +125	+3%	+$11.2K	0.69%	51
2020 Q1	$329K	Buy	4,550 +140	+3%	+$13.8K	0.66%	51
2019 Q4	$531K	Buy	4,410 +765	+21%	+$90.1K	0.85%	43
2019 Q3	$433K	Buy	3,645 +120	+3%	+$14.6K	0.73%	46
2019 Q2	$438K	Buy	3,525 +510	+17%	+$61.7K	0.72%	49
2019 Q1	$372K	Buy	3,015 +415	+16%	+$49.1K	0.64%	54
2018 Q4	$284K	Buy	2,600 +600	+30%	+$69.5K	0.58%	54
2018 Q3	$244K	Hold	2,000	–	–	0.43%	63
2018 Q2	$253K	Hold	2,000	–	–	0.75%	38
2018 Q1	$229K	Hold	2,000	–	–	0.68%	41
2017 Q4	$250K	Buy	+2,000	New	+$237K	0.7%	39
2017 Q1	–	Sell	-1,730	Closed	-$204K	–	52
2016 Q4	$204K	Buy	+1,730	New	+$188K	0.52%	50

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nancy B. Gardiner's CVX Position: Q2 2020 in Review

Nancy B. Gardiner increased its Chevron (CVX) stake by 2.7% in Q2 2020, buying an estimated $11.2K and bringing the position to 4,675 shares worth $417K. The position accounts for 0.69% of the portfolio, ranked #51.

Nancy B. Gardiner first reported a position in CVX in Q4 2016 and has held it in 12 quarters since. The position peaked at $531K in Q4 2019. 2,370 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

Nancy B. Gardiner held 4,675 shares of Chevron worth $417K as of Q2 2020.
Nancy B. Gardiner bought 125 Chevron shares in Q2 2020, an estimated $11.2K.
Chevron made up 0.69% of Nancy B. Gardiner's portfolio in Q2 2020, its #51 holding.
Nancy B. Gardiner first reported a position in Chevron in Q4 2016 and has held it in 12 quarters since.
Nancy B. Gardiner's Chevron position peaked at $531K in Q4 2019.
2,370 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Nancy B. Gardiner's 13F filing for Q2 2020, filed 28 Jul 2020.