Private Vista’s Chevron CVX Stock Holding History

Private Vista’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 Q2	$342K	Sell	3,834 -4,085	-52%	-$366K	0.17%	81
2020 Q1	$576K	Buy	7,919 +89	+1%	+$8.79K	0.22%	69
2019 Q4	$942K	Sell	7,830 -1,099	-12%	-$129K	0.25%	47
2019 Q3	$1.06M	Buy	8,929 +77	+0.9%	+$9.35K	0.28%	43
2019 Q2	$1.1M	Buy	8,852 +163	+2%	+$19.7K	0.28%	48
2019 Q1	$1.07M	Sell	8,689 -502	-5%	-$59.4K	0.26%	52
2018 Q4	$1M	Buy	9,191 +99	+1%	+$11.5K	0.23%	50
2018 Q3	$1.11M	Sell	9,092 -798	-8%	-$96.8K	0.23%	53
2018 Q2	$1.25M	Sell	9,890 -1,161	-11%	-$144K	0.29%	45
2018 Q1	$1.26M	Buy	11,051 +5,873	+113%	+$702K	0.37%	33
2017 Q4	$649K	Sell	5,178 -29	-0.6%	-$3.44K	0.19%	38
2017 Q3	$612K	Buy	5,207 +2,428	+87%	+$265K	0.13%	62
2017 Q2	$291K	Buy	+2,779	New	+$294K	0.07%	74

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Vista's CVX Position: Q2 2020 in Review

Private Vista reduced its Chevron (CVX) stake by 52% in Q2 2020, selling an estimated $366K and leaving 3,834 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #81.

Private Vista first reported a position in CVX in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2018. 2,369 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

Private Vista held 3,834 shares of Chevron worth $342K as of Q2 2020.
Private Vista sold 4,085 Chevron shares in Q2 2020, an estimated $366K.
Chevron made up 0.17% of Private Vista's portfolio in Q2 2020, its #81 holding.
Private Vista first reported a position in Chevron in Q2 2017 and has held it in 13 quarters since.
Private Vista's Chevron position peaked at $1.26M in Q1 2018.
2,369 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.