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Personal Wealth Partners’s Chevron CVX Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-888
Closed -$93K – 153
2021
Q2 		$93K Buy
+888
New +$93.7K 0.04% 117
2020
Q1 		– Sell
-1,140
Closed -$137K – 183
2019
Q4 		$137K Hold
1,140
– – 0.06% 88
2019
Q3 		$135K Buy
1,140
+51
+5% +$6.19K 0.06% 85
2019
Q2 		$136K Buy
+1,089
New +$132K 0.07% 74

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal Wealth Partners's CVX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Chevron (CVX) in Q3 2021, closing a stake of 888 shares — an estimated $93K sold.

Personal Wealth Partners first reported a position in CVX in Q2 2019 and held it in 4 quarters. The position peaked at $137K in Q4 2019. 2,570 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 888 Chevron shares in Q3 2021, an estimated $93K.
  • Personal Wealth Partners first reported a position in Chevron in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Chevron position peaked at $137K in Q4 2019.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.