New England Investment & Retirement Group’s Chevron CVX Stock Holding History

New England Investment & Retirement Group’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
2021 Q3	$1.3M	Buy	12,777 +440	+4%	+$43.9K	0.3%	56
2021 Q2	$1.29M	Buy	12,337 +5,950	+93%	+$628K	0.28%	58
2021 Q1	$669K	Buy	6,387 +2,612	+69%	+$255K	0.16%	63
2020 Q4	$319K	Buy	+3,775	New	+$306K	0.07%	68
2020 Q2	–	Sell	-31	Closed	-$2K	–	96
2020 Q1	$2K	Buy	+31	New	+$3.06K	﹤0.01%	184
2019 Q3	–	Sell	-44,315	Closed	-$5.51M	–	60
2019 Q2	$5.51M	Buy	+44,315	New	+$5.36M	2.23%	13

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

New England Investment & Retirement Group's CVX Position: Q3 2021 in Review

New England Investment & Retirement Group increased its Chevron (CVX) stake by 3.6% in Q3 2021, buying an estimated $43.9K and bringing the position to 12,777 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #56.

New England Investment & Retirement Group first reported a position in CVX in Q2 2019 and has held it in 6 quarters since. The position peaked at $5.51M in Q2 2019. 2,571 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

New England Investment & Retirement Group held 12,777 shares of Chevron worth $1.3M as of Q3 2021.
New England Investment & Retirement Group bought 440 Chevron shares in Q3 2021, an estimated $43.9K.
Chevron made up 0.3% of New England Investment & Retirement Group's portfolio in Q3 2021, its #56 holding.
New England Investment & Retirement Group first reported a position in Chevron in Q2 2019 and has held it in 6 quarters since.
New England Investment & Retirement Group's Chevron position peaked at $5.51M in Q2 2019.
2,571 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.