Pasadena Private Wealth’s Chevron CVX Stock Holding History

Pasadena Private Wealth’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 Q1	–	Sell	-8,554	Closed	-$931K	–	46
2018 Q4	$931K	Buy	+8,554	New	+$991K	1.24%	9

Other funds holding CVX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pasadena Private Wealth's CVX Position: Q1 2019 in Review

Pasadena Private Wealth sold out of Chevron (CVX) in Q1 2019, closing a stake of 8,554 shares — an estimated $931K sold.

Pasadena Private Wealth first reported a position in CVX in Q4 2018 and held it in 1 quarter. The position peaked at $931K in Q4 2018. 2,396 funds tracked by Wall St. Rank hold CVX as of Q1 2019.

Pasadena Private Wealth reported no remaining Chevron position as of Q1 2019 after selling out during the quarter.
Pasadena Private Wealth sold 8,554 Chevron shares in Q1 2019, an estimated $931K.
Pasadena Private Wealth first reported a position in Chevron in Q4 2018 and held it in 1 quarter.
Pasadena Private Wealth's Chevron position peaked at $931K in Q4 2018.
2,396 funds tracked by Wall St. Rank held Chevron as of Q1 2019.

Based on Pasadena Private Wealth's 13F filing for Q1 2019, filed 10 May 2019.