PCM
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Poehling Capital Management’s Chevron CVX Stock Holding History

Poehling Capital Management’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
Q3 		– Sell
-170
Closed -$21K – 145
2018
Q2 		$21K Sell
170
-624
-79% -$77.5K 0.02% 191
2018
Q1 		$91K Buy
794
+70
+10% +$8.37K 0.07% 115
2017
Q4 		$91K Buy
+724
New +$85.9K 0.08% 118

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Poehling Capital Management's CVX Position: Q3 2018 in Review

Poehling Capital Management sold out of Chevron (CVX) in Q3 2018, closing a stake of 170 shares — an estimated $21K sold.

Poehling Capital Management first reported a position in CVX in Q4 2017 and held it in 3 quarters. The position peaked at $91K in Q1 2018. 2,237 funds tracked by Wall St. Rank hold CVX as of Q3 2018.

  • Poehling Capital Management reported no remaining Chevron position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 170 Chevron shares in Q3 2018, an estimated $21K.
  • Poehling Capital Management first reported a position in Chevron in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Chevron position peaked at $91K in Q1 2018.
  • 2,237 funds tracked by Wall St. Rank held Chevron as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.