OptiFour Integrated Wealth Management’s Chevron CVX Stock Holding History

OptiFour Integrated Wealth Management’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	$322K	Sell	2,672 -20	-0.7%	-$2.36K	0.22%	51
2019 Q3	$319K	Sell	2,692 -97	-3%	-$11.8K	0.23%	49
2019 Q2	$347K	Buy	2,789 +117	+4%	+$14.1K	0.24%	51
2019 Q1	$329K	Sell	2,672 -273	-9%	-$32.3K	0.27%	35
2018 Q4	$320K	Sell	2,945 -125	-4%	-$14.5K	0.29%	34
2018 Q3	$375K	Hold	3,070	–	–	0.31%	39
2018 Q2	$388K	Hold	3,070	–	–	0.34%	37
2018 Q1	$350K	Sell	3,070 -94	-3%	-$11.2K	0.29%	41
2017 Q4	$396K	Buy	+3,164	New	+$375K	0.33%	40

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

OptiFour Integrated Wealth Management's CVX Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Chevron (CVX) stake by 0.74% in Q4 2019, selling an estimated $2.36K and leaving 2,672 shares worth $322K. The position accounts for 0.22% of the portfolio, ranked #51.

OptiFour Integrated Wealth Management first reported a position in CVX in Q4 2017 and has held it in 9 quarters since. The position peaked at $396K in Q4 2017. 2,590 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

OptiFour Integrated Wealth Management held 2,672 shares of Chevron worth $322K as of Q4 2019.
OptiFour Integrated Wealth Management sold 20 Chevron shares in Q4 2019, an estimated $2.36K.
Chevron made up 0.22% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #51 holding.
OptiFour Integrated Wealth Management first reported a position in Chevron in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Chevron position peaked at $396K in Q4 2017.
2,590 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.