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Sowa Financial Group’s Chevron CVX Stock Holding History

Sowa Financial 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
Q1 		– Sell
-724
Closed -$61K – 109
2020
Q4 		$61K Buy
724
+122
+20% +$9.88K 0.04% 118
2020
Q3 		$43K Hold
602
– – 0.03% 131
2020
Q2 		$54K Hold
602
– – 0.04% 115
2020
Q1 		$44K Hold
602
– – 0.04% 117
2019
Q4 		$73K Buy
+602
New +$70.9K 0.06% 96

Other funds holding CVX

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

Sowa Financial Group's CVX Position: Q1 2021 in Review

Sowa Financial Group sold out of Chevron (CVX) in Q1 2021, closing a stake of 724 shares — an estimated $61K sold.

Sowa Financial Group first reported a position in CVX in Q4 2019 and held it in 5 quarters. The position peaked at $73K in Q4 2019. 2,570 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

  • Sowa Financial Group reported no remaining Chevron position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 724 Chevron shares in Q1 2021, an estimated $61K.
  • Sowa Financial Group first reported a position in Chevron in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Chevron position peaked at $73K in Q4 2019.
  • 2,570 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.