National Investment Services’s Chevron CVX Stock Holding History

National Investment Services’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 Q4	–	Sell	-11,113	Closed	-$1.32M	–	17
2019 Q3	$1.32M	Sell	11,113 -740	-6%	-$89.9K	1.53%	28
2019 Q2	$1.48M	Sell	11,853 -600	-5%	-$72.5K	1.7%	22
2019 Q1	$1.53M	Buy	12,453 +675	+6%	+$79.9K	1.68%	24
2018 Q4	$1.28M	Sell	11,778 -1,488	-11%	-$172K	1.49%	27
2018 Q3	$1.62M	Buy	+13,266	New	+$1.61M	1.59%	29
2015 Q3	–	Sell	-18,702	Closed	-$1.8M	–	40
2015 Q2	$1.8M	Sell	18,702 -1,264	-6%	-$133K	1.89%	27
2015 Q1	$2.1M	Buy	19,966 +17,915	+873%	+$1.91M	2.13%	24
2014 Q4	$230K	Sell	2,051 -22,316	-92%	-$2.54M	2.18%	26
2014 Q3	$2.91M	Hold	24,367	–	–	2.38%	24
2014 Q2	$3.18M	Hold	24,367	–	–	2.59%	15
2014 Q1	$2.9M	Buy	24,367 +7,227	+42%	+$840K	2.49%	11
2013 Q4	$2.14M	Hold	17,140	–	–	1.67%	28
2013 Q3	$2.08M	Hold	17,140	–	–	1.64%	25
2013 Q2	$2.03M	Buy	+17,140	New	+$2.07M	1.67%	24

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

National Investment Services's CVX Position: Q4 2019 in Review

National Investment Services sold out of Chevron (CVX) in Q4 2019, closing a stake of 11,113 shares — an estimated $1.32M sold.

National Investment Services first reported a position in CVX in Q2 2013 and held it in 14 quarters. The position peaked at $3.18M in Q2 2014. 2,590 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

National Investment Services reported no remaining Chevron position as of Q4 2019 after selling out during the quarter.
National Investment Services sold 11,113 Chevron shares in Q4 2019, an estimated $1.32M.
National Investment Services first reported a position in Chevron in Q2 2013 and held it in 14 quarters.
National Investment Services's Chevron position peaked at $3.18M in Q2 2014.
2,590 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on National Investment Services's 13F filing for Q4 2019.