Squar Milner Financial Services’s Chevron CVX Stock Holding History

Squar Milner Financial 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	–	Sell	-9,041	Closed	-$807K	–	45
2020 Q2	$807K	Buy	9,041 +1,877	+26%	+$168K	0.46%	53
2020 Q1	$519K	Buy	7,164 +1,129	+19%	+$112K	0.31%	67
2019 Q4	$727K	Sell	6,035 -3,359	-36%	-$396K	0.36%	51
2019 Q3	$676K	Buy	9,394 +4,732	+102%	+$575K	0.35%	76
2019 Q2	$580K	Buy	4,662 +1,545	+50%	+$187K	0.39%	51
2019 Q1	$383K	Buy	3,117 +44	+1%	+$5.21K	0.28%	79
2018 Q4	$334K	Buy	3,073 +442	+17%	+$51.2K	0.32%	78
2018 Q3	$322K	Sell	2,631 -1,706	-39%	-$207K	0.29%	91
2018 Q2	$548K	Buy	4,337 +295	+7%	+$36.6K	0.48%	47
2018 Q1	$461K	Sell	4,042 -300	-7%	-$35.9K	0.58%	48
2017 Q4	$558K	Buy	+4,342	New	+$515K	0.68%	42

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

Squar Milner Financial Services's CVX Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Chevron (CVX) in Q3 2020, closing a stake of 9,041 shares — an estimated $807K sold.

Squar Milner Financial Services first reported a position in CVX in Q4 2017 and held it in 11 quarters. The position peaked at $807K in Q2 2020. 2,271 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

Squar Milner Financial Services reported no remaining Chevron position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 9,041 Chevron shares in Q3 2020, an estimated $807K.
Squar Milner Financial Services first reported a position in Chevron in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's Chevron position peaked at $807K in Q2 2020.
2,271 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.