PagnatoKarp Partners’s Chevron CVX Stock Holding History

PagnatoKarp Partners’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	-7,112	Closed	-$515K	–	34
2020 Q1	$515K	Buy	7,112 +2,113	+42%	+$209K	0.13%	88
2019 Q4	$602K	Sell	4,999 -38	-0.8%	-$4.48K	0.1%	92
2019 Q3	$597K	Sell	5,037 -174	-3%	-$21.1K	0.12%	87
2019 Q2	$648K	Buy	5,211 +289	+6%	+$34.9K	0.14%	80
2019 Q1	$606K	Sell	4,922 -9	-0.2%	-$1.06K	0.14%	85
2018 Q4	$536K	Sell	4,931 -111	-2%	-$12.9K	0.11%	84
2018 Q3	$617K	Buy	5,042 +216	+4%	+$26.2K	0.18%	76
2018 Q2	$610K	Buy	4,826 +1,982	+70%	+$246K	0.19%	71
2018 Q1	$324K	Sell	2,844 -1,939	-41%	-$232K	0.14%	96
2017 Q4	$599K	Sell	4,783 -30	-0.6%	-$3.56K	0.19%	77
2017 Q3	$566K	Buy	4,813 +268	+6%	+$29.3K	0.18%	81
2017 Q2	$475K	Sell	4,545 -64	-1%	-$6.78K	0.15%	88
2017 Q1	$495K	Buy	4,609 +179	+4%	+$20.1K	0.14%	74
2016 Q4	$521K	Buy	+4,430	New	+$482K	0.16%	72

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

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

Bank of America

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

Geode Capital Management

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return