Shine Investment Advisory Services’s Chevron CVX Stock Holding History

Shine Investment Advisory Services’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	$88K	Hold	1,225	–	–	0.03%	209
2020 Q2	$109K	Hold	1,225	–	–	0.04%	182
2020 Q1	$89K	Hold	1,225	–	–	0.04%	192
2019 Q4	$148K	Sell	1,225 -7	-0.6%	-$824	0.06%	157
2019 Q3	$146K	Buy	1,232 +340	+38%	+$41.3K	0.07%	135
2019 Q2	$111K	Hold	892	–	–	0.05%	168
2019 Q1	$110K	Hold	892	–	–	0.05%	171
2018 Q4	$97K	Hold	892	–	–	0.05%	172
2018 Q3	$109K	Sell	892 -587	-40%	-$71.2K	0.06%	169
2018 Q2	$187K	Buy	1,479 +462	+45%	+$57.4K	0.1%	111
2018 Q1	$116K	Hold	1,017	–	–	0.06%	151
2017 Q4	$127K	Hold	1,017	–	–	0.06%	133
2017 Q3	$119K	Hold	1,017	–	–	0.06%	144
2017 Q2	$106K	Buy	+1,017	New	+$108K	0.05%	142

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's CVX Position: Q3 2020 in Review

Shine Investment Advisory Services held its Chevron (CVX) position steady in Q3 2020 at 1,225 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #209.

Shine Investment Advisory Services first reported a position in CVX in Q2 2017 and has held it in 14 quarters since. The position peaked at $187K in Q2 2018. 2,272 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Shine Investment Advisory Services held 1,225 shares of Chevron worth $88K as of Q3 2020.
Shine Investment Advisory Services left its Chevron share count unchanged in Q3 2020.
Chevron made up 0.03% of Shine Investment Advisory Services's portfolio in Q3 2020, its #209 holding.
Shine Investment Advisory Services first reported a position in Chevron in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Chevron position peaked at $187K in Q2 2018.
2,272 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.