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
2019 Q3	–	Sell	-9,400	Closed	-$97K	–	188
2019 Q2	$97K	Sell	9,400 -1,600	-15%	-$193K	0.02%	185
2019 Q1	$112K	Buy	+11,000	New	+$1.3M	0.03%	173

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

PagnatoKarp Partners's CVX Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Chevron (CVX) in Q2 2020, closing a stake of 7,112 shares — an estimated $515K sold.

PagnatoKarp Partners first reported a position in CVX in Q4 2016 and held it in 14 quarters. The position peaked at $648K in Q2 2019. 2,370 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

PagnatoKarp Partners reported no remaining Chevron position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 7,112 Chevron shares in Q2 2020, an estimated $515K.
PagnatoKarp Partners first reported a position in Chevron in Q4 2016 and held it in 14 quarters.
PagnatoKarp Partners's Chevron position peaked at $648K in Q2 2019.
2,370 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.