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Sound View Wealth Advisors’s Chevron CVX Stock Holding History

Sound View Wealth 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
Q1 		$3.6M Buy
29,211
+618
+2% +$73.1K 1.13% 23
2018
Q4 		$3.11M Buy
+28,593
New +$3.31M 1.13% 23

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sound View Wealth Advisors's CVX Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Chevron (CVX) stake by 2.2% in Q1 2019, buying an estimated $73.1K and bringing the position to 29,211 shares worth $3.6M. The position accounts for 1.13% of the portfolio, ranked #23.

Sound View Wealth Advisors first reported a position in CVX in Q4 2018 and has held it in 2 quarters since. 2,396 funds tracked by Wall St. Rank hold CVX as of Q1 2019.

  • Sound View Wealth Advisors held 29,211 shares of Chevron worth $3.6M as of Q1 2019.
  • Sound View Wealth Advisors bought 618 Chevron shares in Q1 2019, an estimated $73.1K.
  • Chevron made up 1.13% of Sound View Wealth Advisors's portfolio in Q1 2019, its #23 holding.
  • Sound View Wealth Advisors first reported a position in Chevron in Q4 2018 and has held it in 2 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Chevron as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.