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Personal Financial Consultants’s Chevron CVX Stock Holding History

Personal Financial Consultants’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 		– Sell
-2,316
Closed -$283K – 30
2018
Q3 		$283K Buy
+2,316
New +$281K 0.21% 35

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

Personal Financial Consultants's CVX Position: Q4 2018 in Review

Personal Financial Consultants sold out of Chevron (CVX) in Q4 2018, closing a stake of 2,316 shares — an estimated $283K sold.

Personal Financial Consultants first reported a position in CVX in Q3 2018 and held it in 1 quarter. The position peaked at $283K in Q3 2018. 2,332 funds tracked by Wall St. Rank hold CVX as of Q4 2018.

  • Personal Financial Consultants reported no remaining Chevron position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 2,316 Chevron shares in Q4 2018, an estimated $283K.
  • Personal Financial Consultants first reported a position in Chevron in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's Chevron position peaked at $283K in Q3 2018.
  • 2,332 funds tracked by Wall St. Rank held Chevron as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.