RCA
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Reitz Capital Advisors’s Chevron CVX Stock Holding History

Reitz Capital 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
2020
Q3 		– Sell
-980
Closed -$87K – 60
2020
Q2 		$87K Buy
+980
New +$87.7K 0.11% 54
2019
Q3 		– Sell
-1,730
Closed -$215K – 38
2019
Q2 		$215K Hold
1,730
– – 0.24% 38
2019
Q1 		$213K Buy
+1,730
New +$205K 0.25% 37

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reitz Capital Advisors's CVX Position: Q3 2020 in Review

Reitz Capital Advisors sold out of Chevron (CVX) in Q3 2020, closing a stake of 980 shares — an estimated $87K sold.

Reitz Capital Advisors first reported a position in CVX in Q1 2019 and held it in 3 quarters. The position peaked at $215K in Q2 2019. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

  • Reitz Capital Advisors reported no remaining Chevron position as of Q3 2020 after selling out during the quarter.
  • Reitz Capital Advisors sold 980 Chevron shares in Q3 2020, an estimated $87K.
  • Reitz Capital Advisors first reported a position in Chevron in Q1 2019 and held it in 3 quarters.
  • Reitz Capital Advisors's Chevron position peaked at $215K in Q2 2019.
  • 2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Reitz Capital Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.