Newfound Research’s Chevron CVX Stock Holding History

Newfound Research’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	–	Sell	-2	Closed	–	–	80
2020 Q1	$0	Hold	2	–	–	﹤0.01%	110
2019 Q4	$0	Hold	2	–	–	﹤0.01%	158
2019 Q3	$0	Hold	2	–	–	﹤0.01%	167
2019 Q2	$0	Buy	2 +1	+100%	+$121	﹤0.01%	170
2019 Q1	$0	Buy	+1	New	+$118	﹤0.01%	163

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

Newfound Research's CVX Position: Q2 2020 in Review

Newfound Research sold out of Chevron (CVX) in Q2 2020, closing a stake of 2 shares.

Newfound Research first reported a position in CVX in Q1 2019 and held it in 5 quarters. The position peaked at $0 in Q1 2020. 2,370 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

Newfound Research reported no remaining Chevron position as of Q2 2020 after selling out during the quarter.
Newfound Research sold 2 Chevron shares in Q2 2020.
Newfound Research first reported a position in Chevron in Q1 2019 and held it in 5 quarters.
Newfound Research's Chevron position peaked at $0 in Q1 2020.
2,370 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.