Partnervest Advisory Services’s Chevron CVX Stock Holding History

Partnervest Advisory Services’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 Q3	$1.05M	Buy	14,657 +3,157	+27%	+$266K	0.33%	58
2020 Q2	$1.03M	Sell	11,500 -128	-1%	-$11.5K	0.39%	50
2020 Q1	$843K	Buy	11,628 +3,615	+45%	+$357K	0.38%	52
2019 Q4	$966K	Sell	8,013 -820	-9%	-$96.6K	0.35%	58
2019 Q3	$1.05M	Buy	8,833 +604	+7%	+$73.4K	0.38%	59
2019 Q2	$1.02M	Buy	8,229 +1	+0%	+$121	0.41%	53
2019 Q1	$1.01M	Sell	8,228 -4,511	-35%	-$534K	0.42%	49
2018 Q4	$1.39M	Sell	12,739 -165	-1%	-$19.1K	0.67%	27
2018 Q3	$1.58M	Buy	12,904 +202	+2%	+$24.5K	0.63%	34
2018 Q2	$1.61M	Sell	12,702 -137	-1%	-$17K	0.74%	30
2018 Q1	$1.46M	Sell	12,839 -271	-2%	-$32.4K	0.7%	32
2017 Q4	$1.64M	Sell	13,110 -58	-0.4%	-$6.88K	0.8%	23
2017 Q3	$1.55M	Sell	13,168 -4,777	-27%	-$521K	0.75%	28
2017 Q2	$1.87M	Buy	17,945 +544	+3%	+$57.6K	0.84%	22
2017 Q1	$1.87M	Buy	17,401 +5,778	+50%	+$648K	0.84%	22
2016 Q4	$1.37M	Sell	11,623 -489	-4%	-$53.3K	0.63%	33
2016 Q3	$1.25M	Buy	12,112 +15	+0.1%	+$1.53K	0.59%	31
2016 Q2	$1.27M	Buy	12,097 +406	+3%	+$40.8K	0.63%	26
2016 Q1	$1.11M	Buy	11,691 +2,116	+22%	+$185K	0.58%	29
2015 Q4	$861K	Buy	9,575 +329	+4%	+$29.7K	0.48%	44
2015 Q3	$729K	Sell	9,246 -1,014	-10%	-$85.4K	0.42%	47
2015 Q2	$990K	Buy	10,260 +656	+7%	+$68.9K	0.49%	39
2015 Q1	$1.01M	Buy	9,604 +258	+3%	+$27.5K	0.52%	33
2014 Q4	$1.05M	Buy	9,346 +706	+8%	+$80.2K	0.51%	36
2014 Q3	$1.03M	Buy	8,640 +5,523	+177%	+$705K	0.54%	34
2014 Q2	$407K	Sell	3,117 -93	-3%	-$11.6K	0.18%	87
2014 Q1	$382K	Sell	3,210 -172	-5%	-$20K	0.17%	89
2013 Q4	$422K	Buy	3,382 +226	+7%	+$27.3K	0.2%	83
2013 Q3	$383K	Buy	3,156 +251	+9%	+$30.9K	0.2%	71
2013 Q2	$344K	Buy	+2,905	New	+$351K	0.16%	65

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partnervest Advisory Services's CVX Position: Q3 2020 in Review

Partnervest Advisory Services increased its Chevron (CVX) stake by 27% in Q3 2020, buying an estimated $266K and bringing the position to 14,657 shares worth $1.05M. The position accounts for 0.33% of the portfolio, ranked #58.

Partnervest Advisory Services first reported a position in CVX in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.87M in Q2 2017. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Partnervest Advisory Services held 14,657 shares of Chevron worth $1.05M as of Q3 2020.
Partnervest Advisory Services bought 3,157 Chevron shares in Q3 2020, an estimated $266K.
Chevron made up 0.33% of Partnervest Advisory Services's portfolio in Q3 2020, its #58 holding.
Partnervest Advisory Services first reported a position in Chevron in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's Chevron position peaked at $1.87M in Q2 2017.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.