PSG
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Planning Solutions Group’s Chevron CVX Stock Holding History

Planning Solutions Group’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
Q2 		$451K Sell
3,621
-17
-0.5% -$2.06K 0.23% 81
2019
Q1 		$448K Sell
3,638
-1,408
-28% -$167K 0.24% 80
2018
Q4 		$549K Buy
+5,046
New +$585K 0.33% 64

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Solutions Group's CVX Position: Q2 2019 in Review

Planning Solutions Group reduced its Chevron (CVX) stake by 0.47% in Q2 2019, selling an estimated $2.06K and leaving 3,621 shares worth $451K. The position accounts for 0.23% of the portfolio, ranked #81.

Planning Solutions Group first reported a position in CVX in Q4 2018 and has held it in 3 quarters since. The position peaked at $549K in Q4 2018. 2,394 funds tracked by Wall St. Rank hold CVX as of Q2 2019.

  • Planning Solutions Group held 3,621 shares of Chevron worth $451K as of Q2 2019.
  • Planning Solutions Group sold 17 Chevron shares in Q2 2019, an estimated $2.06K.
  • Chevron made up 0.23% of Planning Solutions Group's portfolio in Q2 2019, its #81 holding.
  • Planning Solutions Group first reported a position in Chevron in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Chevron position peaked at $549K in Q4 2018.
  • 2,394 funds tracked by Wall St. Rank held Chevron as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.