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Palo Capital’s Chevron CVX Stock Holding History

Palo Capital’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
2018
Q4 		$4.12M Buy
+37,869
New +$4.39M 1.75% 13
2018
Q3 		– Sell
-5,503
Closed -$696K – 153
2018
Q2 		$696K Buy
5,503
+139
+3% +$17.3K 0.25% 105
2018
Q1 		$612K Buy
+5,364
New +$641K 0.22% 119

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Palo Capital's CVX Position: Q4 2018 in Review

Palo Capital opened a new position in Chevron (CVX) in Q4 2018: 37,869 shares worth $4.12M. The stake represents 1.75% of the portfolio and ranks #13 among its holdings. This is a return to the name: Palo Capital previously reported a position in CVX as recently as Q2 2018.

Palo Capital first reported a position in CVX in Q1 2018 and has held it in 3 quarters since. 2,331 funds tracked by Wall St. Rank hold CVX as of Q4 2018.

  • Palo Capital held 37,869 shares of Chevron worth $4.12M as of Q4 2018.
  • Chevron was a new Palo Capital position in Q4 2018.
  • Chevron made up 1.75% of Palo Capital's portfolio in Q4 2018, its #13 holding.
  • Palo Capital first reported a position in Chevron in Q1 2018 and has held it in 3 quarters since.
  • 2,331 funds tracked by Wall St. Rank held Chevron as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.