Stevens First Principles Investment Advisors’s Chevron CVX Stock Holding History

Stevens First Principles Investment 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 Q2	$4K	Sell	33 -221	-87%	-$26.7K	﹤0.01%	142
2019 Q1	$31K	Hold	254	–	–	0.02%	104
2018 Q4	$28K	Hold	254	–	–	0.02%	105
2018 Q3	$31K	Hold	254	–	–	0.02%	108
2018 Q2	$32K	Hold	254	–	–	0.02%	106
2018 Q1	$29K	Hold	254	–	–	0.02%	110
2017 Q4	$32K	Hold	254	–	–	0.02%	127
2017 Q3	$30K	Hold	254	–	–	0.02%	123
2017 Q2	$27K	Hold	254	–	–	0.02%	121
2017 Q1	$27K	Hold	254	–	–	0.02%	117
2016 Q4	$30K	Hold	254	–	–	0.02%	118
2016 Q3	$26K	Hold	254	–	–	0.02%	110
2016 Q2	$27K	Hold	254	–	–	0.02%	100
2016 Q1	$24K	Hold	254	–	–	0.02%	101
2015 Q4	$23K	Sell	254 -28	-10%	-$2.52K	0.02%	134
2015 Q3	$22K	Hold	282	–	–	0.02%	142
2015 Q2	$27K	Hold	282	–	–	0.02%	162
2015 Q1	$30K	Hold	282	–	–	0.02%	148
2014 Q4	$32K	Hold	282	–	–	0.02%	143
2014 Q3	$34K	Hold	282	–	–	0.02%	158
2014 Q2	$37K	Sell	282 -714	-72%	-$88.8K	0.02%	156
2014 Q1	$118K	Buy	996 +900	+938%	+$105K	0.08%	97
2013 Q4	$12K	Hold	96	–	–	0.01%	176
2013 Q3	$12K	Hold	96	–	–	0.01%	172
2013 Q2	$11K	Buy	+96	New	+$11.6K	0.01%	179

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Stevens First Principles Investment Advisors's CVX Position: Q2 2019 in Review

Stevens First Principles Investment Advisors reduced its Chevron (CVX) stake by 87% in Q2 2019, selling an estimated $26.7K and leaving 33 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Stevens First Principles Investment Advisors first reported a position in CVX in Q2 2013 and has held it in 25 quarters since. The position peaked at $118K in Q1 2014. 2,394 funds tracked by Wall St. Rank hold CVX as of Q2 2019.

Stevens First Principles Investment Advisors held 33 shares of Chevron worth $4K as of Q2 2019.
Stevens First Principles Investment Advisors sold 221 Chevron shares in Q2 2019, an estimated $26.7K.
Chevron made up ﹤0.01% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #142 holding.
Stevens First Principles Investment Advisors first reported a position in Chevron in Q2 2013 and has held it in 25 quarters since.
Stevens First Principles Investment Advisors's Chevron position peaked at $118K in Q1 2014.
2,394 funds tracked by Wall St. Rank held Chevron as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.