PWAP
CVX icon

Private Wealth Advisors (Pennsylvania)’s Chevron CVX Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$304K Hold
3,600
– – 0.17% 93
2020
Q3 		$259K Buy
3,600
+457
+15% +$38.4K 0.17% 90
2020
Q2 		$280K Hold
3,143
– – 0.19% 84
2020
Q1 		$281K Sell
3,143
-13,995
-82% -$1.38M 0.21% 78
2019
Q4 		$1.9M Sell
17,138
-1,336
-7% -$157K 1.02% 31
2019
Q3 		$2.19M Sell
18,474
-5,297
-22% -$643K 1.12% 25
2019
Q2 		$2.96M Buy
23,771
+18
+0.1% +$2.18K 1.05% 31
2019
Q1 		$2.93M Sell
23,753
-2,449
-9% -$290K 1.09% 30
2018
Q4 		$2.85M Buy
26,202
+3,549
+16% +$411K 1.24% 27
2018
Q3 		$2.77M Sell
22,653
-165
-0.7% -$20K 1.02% 30
2018
Q2 		$2.88M Sell
22,818
-334
-1% -$41.5K 1.15% 25
2018
Q1 		$2.64M Sell
23,152
-2,939
-11% -$351K 1.06% 33
2017
Q4 		$3.27M Buy
26,091
+2,999
+13% +$356K 1.27% 24
2017
Q3 		$2.71M Buy
23,092
+51
+0.2% +$5.57K 1.11% 28
2017
Q2 		$2.4M Buy
23,041
+594
+3% +$62.9K 1.03% 35
2017
Q1 		$2.41M Buy
22,447
+914
+4% +$103K 1.08% 29
2016
Q4 		$2.53M Sell
21,533
-939
-4% -$102K 1.18% 25
2016
Q3 		$2.31M Hold
22,472
– – 1.1% 30
2016
Q2 		$2.36M Sell
22,472
-1,679
-7% -$169K 1.16% 27
2016
Q1 		$2.3M Buy
24,151
+2,423
+11% +$212K 1.23% 28
2015
Q4 		$1.96M Buy
21,728
+1,389
+7% +$125K 1.1% 33
2015
Q3 		$1.6M Buy
20,339
+2,783
+16% +$234K 0.8% 41
2015
Q2 		$1.69M Buy
17,556
+3,047
+21% +$320K 0.77% 41
2015
Q1 		$1.52M Buy
14,509
+4,442
+44% +$474K 0.71% 41
2014
Q4 		$1.13M Sell
10,067
-295
-3% -$33.5K 0.55% 56
2014
Q3 		$1.24M Buy
10,362
+2,880
+38% +$367K 0.65% 54
2014
Q2 		$977K Hold
7,482
– – 0.5% 64
2014
Q1 		$890K Hold
7,482
– – 0.48% 66
2013
Q4 		$935K Buy
7,482
+40
+0.5% +$4.83K 0.51% 63
2013
Q3 		$904K Hold
7,442
– – 0.53% 60
2013
Q2 		$881K Buy
+7,442
New +$899K 0.55% 59

Other funds holding CVX

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s CVX Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) held its Chevron (CVX) position steady in Q4 2020 at 3,600 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #93.

Private Wealth Advisors (Pennsylvania) first reported a position in CVX in Q2 2013 and has held it in 31 quarters since. The position peaked at $3.27M in Q4 2017. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 3,600 shares of Chevron worth $304K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) left its Chevron share count unchanged in Q4 2020.
  • Chevron made up 0.17% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #93 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Chevron in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Chevron position peaked at $3.27M in Q4 2017.
  • 2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.