SFMG
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Sage Financial Management Group’s Chevron CVX Stock Holding History

Sage Financial Management Group’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
2021
Q2 		– Sell
-89
Closed -$9K – 45
2021
Q1 		$9K Buy
+89
New +$8.69K 0.01% 100

Other funds holding CVX

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sage Financial Management Group's CVX Position: Q2 2021 in Review

Sage Financial Management Group sold out of Chevron (CVX) in Q2 2021, closing a stake of 89 shares — an estimated $9K sold.

Sage Financial Management Group first reported a position in CVX in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 2,580 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

  • Sage Financial Management Group reported no remaining Chevron position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 89 Chevron shares in Q2 2021, an estimated $9K.
  • Sage Financial Management Group first reported a position in Chevron in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Chevron position peaked at $9K in Q1 2021.
  • 2,580 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.