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Quattro Financial Advisors’s Chevron CVX Stock Holding History

Quattro Financial Advisors’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
2019
Q2 		– Sell
-2,570
Closed -$321K – 84
2019
Q1 		$321K Sell
2,570
-11,738
-82% -$1.39M 0.34% 16
2018
Q4 		$1.59M Buy
14,308
+884
+7% +$102K 0.55% 34
2018
Q3 		$1.68M Buy
+13,424
New +$1.63M 0.61% 33

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Quattro Financial Advisors's CVX Position: Q2 2019 in Review

Quattro Financial Advisors sold out of Chevron (CVX) in Q2 2019, closing a stake of 2,570 shares — an estimated $321K sold.

Quattro Financial Advisors first reported a position in CVX in Q3 2018 and held it in 3 quarters. The position peaked at $1.68M in Q3 2018. 2,394 funds tracked by Wall St. Rank hold CVX as of Q2 2019.

  • Quattro Financial Advisors reported no remaining Chevron position as of Q2 2019 after selling out during the quarter.
  • Quattro Financial Advisors sold 2,570 Chevron shares in Q2 2019, an estimated $321K.
  • Quattro Financial Advisors first reported a position in Chevron in Q3 2018 and held it in 3 quarters.
  • Quattro Financial Advisors's Chevron position peaked at $1.68M in Q3 2018.
  • 2,394 funds tracked by Wall St. Rank held Chevron as of Q2 2019.

Based on Quattro Financial Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.