New England Private Wealth Advisors’s Chevron CVX Stock Holding History

New England Private Wealth Advisors’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	-7,682	Closed	-$911K	–	100
2019 Q3	$911K	Buy	7,682 +8	+0.1%	+$972	0.22%	60
2019 Q2	$954K	Buy	7,674 +10	+0.1%	+$1.21K	0.23%	58
2019 Q1	$943K	Sell	7,664 -51	-0.7%	-$6.03K	0.24%	57
2018 Q4	$839K	Buy	7,715 +267	+4%	+$30.9K	0.25%	57
2018 Q3	$911K	Buy	7,448 +6	+0.1%	+$728	0.24%	60
2018 Q2	$942K	Buy	7,442 +317	+4%	+$39.4K	0.27%	58
2018 Q1	$814K	Buy	7,125 +3	+0%	+$359	0.23%	63
2017 Q4	$892K	Buy	7,122 +51	+0.7%	+$6.05K	0.25%	60
2017 Q3	$832K	Buy	7,071 +4	+0.1%	+$437	0.25%	60
2017 Q2	$737K	Buy	7,067 +912	+15%	+$96.6K	0.23%	63
2017 Q1	$666K	Sell	6,155 -498	-7%	-$55.9K	0.21%	63
2016 Q4	$783K	Sell	6,653 -597	-8%	-$65K	0.27%	57
2016 Q3	$748K	Buy	7,250 +6	+0.1%	+$613	0.27%	59
2016 Q2	$761K	Buy	7,244 +4	+0.1%	+$402	0.29%	55
2016 Q1	$691K	Buy	7,240 +106	+1%	+$9.27K	0.28%	56
2015 Q4	$642K	Sell	7,134 -315	-4%	-$28.4K	0.25%	58
2015 Q3	$588K	Sell	7,449 -2,389	-24%	-$201K	0.25%	55
2015 Q2	$947K	Buy	9,838 +1,872	+23%	+$197K	0.36%	47
2015 Q1	$835K	Buy	7,966 +102	+1%	+$10.9K	0.33%	46
2014 Q4	$886K	Buy	7,864 +812	+12%	+$92.3K	0.35%	49
2014 Q3	$841K	Buy	7,052 +2,306	+49%	+$294K	0.34%	48
2014 Q2	$618K	Sell	4,746 -24	-0.5%	-$2.99K	0.25%	57
2014 Q1	$567K	Buy	4,770 +950	+25%	+$110K	0.24%	58
2013 Q4	$476K	Buy	3,820 +176	+5%	+$21.3K	0.22%	55
2013 Q3	$443K	Hold	3,644	–	–	0.23%	50
2013 Q2	$431K	Buy	+3,644	New	+$440K	0.27%	45

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

New England Private Wealth Advisors's CVX Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Chevron (CVX) in Q4 2019, closing a stake of 7,682 shares — an estimated $911K sold.

New England Private Wealth Advisors first reported a position in CVX in Q2 2013 and held it in 26 quarters. The position peaked at $954K in Q2 2019. 2,589 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

New England Private Wealth Advisors reported no remaining Chevron position as of Q4 2019 after selling out during the quarter.
New England Private Wealth Advisors sold 7,682 Chevron shares in Q4 2019, an estimated $911K.
New England Private Wealth Advisors first reported a position in Chevron in Q2 2013 and held it in 26 quarters.
New England Private Wealth Advisors's Chevron position peaked at $954K in Q2 2019.
2,589 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.