OTA Financial Group’s Chevron CVX Stock Holding History

OTA Financial 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
2020 Q4	–	Sell	-27,720	Closed	-$2M	–	67
2020 Q3	$2M	Buy	+27,720	New	+$2.33M	1.85%	13

Other funds holding CVX

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

OTA Financial Group's CVX Position: Q4 2020 in Review

OTA Financial Group sold out of Chevron (CVX) in Q4 2020, closing a stake of 27,720 shares — an estimated $2M sold.

OTA Financial Group first reported a position in CVX in Q3 2020 and held it in 1 quarter. The position peaked at $2M in Q3 2020. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

OTA Financial Group reported no remaining Chevron position as of Q4 2020 after selling out during the quarter.
OTA Financial Group sold 27,720 Chevron shares in Q4 2020, an estimated $2M.
OTA Financial Group first reported a position in Chevron in Q3 2020 and held it in 1 quarter.
OTA Financial Group's Chevron position peaked at $2M in Q3 2020.
2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on OTA Financial Group's 13F filing for Q4 2020, filed 20 Jan 2021.