Price Wealth’s Chevron CVX Stock Holding History

Price Wealth’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
2020 Q3	$15K	Sell	203 -46	-18%	-$3.87K	﹤0.01%	217
2020 Q2	$22K	Buy	249 +40	+19%	+$3.58K	0.01%	117
2020 Q1	$15K	Sell	209 -75	-26%	-$7.41K	0.01%	135
2019 Q4	$34K	Buy	284 +146	+106%	+$17.2K	0.01%	123
2019 Q3	$16K	Hold	138	–	–	0.01%	148
2019 Q2	$17K	Hold	138	–	–	0.01%	152
2019 Q1	$17K	Hold	138	–	–	0.01%	112
2018 Q4	$15K	Hold	138	–	–	0.01%	117
2018 Q3	$17K	Sell	138 -554	-80%	-$67.2K	0.01%	114
2018 Q2	$87K	Buy	692 +140	+25%	+$17.4K	0.03%	85
2018 Q1	$63K	Buy	552 +138	+33%	+$16.5K	0.04%	75
2017 Q4	$51K	Buy	+414	New	+$49.1K	0.03%	56

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Price Wealth's CVX Position: Q3 2020 in Review

Price Wealth reduced its Chevron (CVX) stake by 18% in Q3 2020, selling an estimated $3.87K and leaving 203 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Price Wealth first reported a position in CVX in Q4 2017 and has held it in 12 quarters since. The position peaked at $87K in Q2 2018. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Price Wealth held 203 shares of Chevron worth $15K as of Q3 2020.
Price Wealth sold 46 Chevron shares in Q3 2020, an estimated $3.87K.
Chevron made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #217 holding.
Price Wealth first reported a position in Chevron in Q4 2017 and has held it in 12 quarters since.
Price Wealth's Chevron position peaked at $87K in Q2 2018.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.