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Provident Wealth Management’s Chevron CVX Stock Holding History

Provident Wealth 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
2020
Q4 		– Sell
-45
Closed -$3K – 110
2020
Q3 		$3K Buy
+45
New +$3.79K ﹤0.01% 225

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

Provident Wealth Management's CVX Position: Q4 2020 in Review

Provident Wealth Management sold out of Chevron (CVX) in Q4 2020, closing a stake of 45 shares — an estimated $3K sold.

Provident Wealth Management first reported a position in CVX in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 2,480 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • Provident Wealth Management reported no remaining Chevron position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 45 Chevron shares in Q4 2020, an estimated $3K.
  • Provident Wealth Management first reported a position in Chevron in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Chevron position peaked at $3K in Q3 2020.
  • 2,480 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.