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Peachtree Investment Advisors’s Chevron CVX Stock Holding History

Peachtree Investment Advisors’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 		$493K Hold
4,531
– – 0.38% 44
2018
Q3 		$554K Hold
4,531
– – 0.38% 49
2018
Q2 		$573K Hold
4,531
– – 0.41% 45
2018
Q1 		$517K Sell
4,531
-585
-11% -$69.9K 0.39% 48
2017
Q4 		$641K Sell
5,116
-185
-3% -$21.9K 0.49% 42
2017
Q3 		$623K Sell
5,301
-250
-5% -$27.3K 0.54% 44
2017
Q2 		$579K Sell
5,551
-100
-2% -$10.6K 0.5% 49
2017
Q1 		$607K Sell
5,651
-120
-2% -$13.5K 0.56% 46
2016
Q4 		$679K Sell
5,771
-400
-6% -$43.6K 0.67% 47
2016
Q3 		$635K Hold
6,171
– – 0.62% 46
2016
Q2 		$647K Hold
6,171
– – 0.66% 46
2016
Q1 		$589K Hold
6,171
– – 0.59% 47
2015
Q4 		$555K Hold
6,171
– – 0.58% 50
2015
Q3 		$487K Sell
6,171
-956
-13% -$80.5K 0.51% 57
2015
Q2 		$688K Buy
7,127
+10
+0.1% +$1.05K 0.51% 59
2015
Q1 		$747K Buy
7,117
+265
+4% +$28.3K 0.54% 56
2014
Q4 		$769K Sell
6,852
-111
-2% -$12.6K 0.52% 52
2014
Q3 		$831K Buy
6,963
+388
+6% +$49.5K 0.56% 51
2014
Q2 		$858K Buy
6,575
+174
+3% +$21.6K 0.57% 49
2014
Q1 		$761K Buy
6,401
+8
+0.1% +$930 0.52% 56
2013
Q4 		$799K Buy
+6,393
New +$773K 0.54% 54

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

Peachtree Investment Advisors's CVX Position: Q4 2018 in Review

Peachtree Investment Advisors held its Chevron (CVX) position steady in Q4 2018 at 4,531 shares worth $493K. The position accounts for 0.38% of the portfolio, ranked #44.

Peachtree Investment Advisors first reported a position in CVX in Q4 2013 and has held it in 21 quarters since. The position peaked at $858K in Q2 2014. 2,331 funds tracked by Wall St. Rank hold CVX as of Q4 2018.

  • Peachtree Investment Advisors held 4,531 shares of Chevron worth $493K as of Q4 2018.
  • Peachtree Investment Advisors left its Chevron share count unchanged in Q4 2018.
  • Chevron made up 0.38% of Peachtree Investment Advisors's portfolio in Q4 2018, its #44 holding.
  • Peachtree Investment Advisors first reported a position in Chevron in Q4 2013 and has held it in 21 quarters since.
  • Peachtree Investment Advisors's Chevron position peaked at $858K in Q2 2014.
  • 2,331 funds tracked by Wall St. Rank held Chevron as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.