Oak Ridge Investments’s Chevron CVX Stock Holding History

Oak Ridge Investments’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	-3,163	Closed	-$229K	–	177
2020 Q1	$229K	Sell	3,163 -275	-8%	-$27.2K	0.02%	166
2019 Q4	$414K	Sell	3,438 -420	-11%	-$49.5K	0.03%	171
2019 Q3	$458K	Buy	3,858 +1,456	+61%	+$177K	0.03%	166
2019 Q2	$299K	Sell	2,402 -1,470	-38%	-$178K	0.02%	169
2019 Q1	$477K	Hold	3,872	–	–	0.03%	163
2018 Q4	$421K	Sell	3,872 -111	-3%	-$12.9K	0.03%	161
2018 Q3	$487K	Buy	3,983 +250	+7%	+$30.3K	0.03%	155
2018 Q2	$472K	Buy	3,733 +249	+7%	+$30.9K	0.03%	150
2018 Q1	$397K	Sell	3,484 -34	-1%	-$4.07K	0.02%	155
2017 Q4	$440K	Hold	3,518	–	–	0.02%	159
2017 Q3	$413K	Buy	+3,518	New	+$384K	0.02%	154
2014 Q3	–	Sell	-1,652	Closed	-$216K	–	146
2014 Q2	$216K	Buy	+1,652	New	+$206K	0.01%	139
2014 Q1	–	Sell	-1,652	Closed	-$206K	–	143
2013 Q4	$206K	Buy	+1,652	New	+$200K	0.01%	131

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

Oak Ridge Investments's CVX Position: Q2 2020 in Review

Oak Ridge Investments sold out of Chevron (CVX) in Q2 2020, closing a stake of 3,163 shares — an estimated $229K sold.

Oak Ridge Investments first reported a position in CVX in Q4 2013 and held it in 13 quarters. The position peaked at $487K in Q3 2018. 2,369 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

Oak Ridge Investments reported no remaining Chevron position as of Q2 2020 after selling out during the quarter.
Oak Ridge Investments sold 3,163 Chevron shares in Q2 2020, an estimated $229K.
Oak Ridge Investments first reported a position in Chevron in Q4 2013 and held it in 13 quarters.
Oak Ridge Investments's Chevron position peaked at $487K in Q3 2018.
2,369 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Oak Ridge Investments's 13F filing for Q2 2020, filed 5 Aug 2020.