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Stewardship Financial Advisors’s Chevron CVX Stock Holding History

Stewardship Financial 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
2018
Q1 		– Sell
-1,608
Closed -$201K – 48
2017
Q4 		$201K Buy
+1,608
New +$191K 0.1% 47

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stewardship Financial Advisors's CVX Position: Q1 2018 in Review

Stewardship Financial Advisors sold out of Chevron (CVX) in Q1 2018, closing a stake of 1,608 shares — an estimated $201K sold.

Stewardship Financial Advisors first reported a position in CVX in Q4 2017 and held it in 1 quarter. The position peaked at $201K in Q4 2017. 2,211 funds tracked by Wall St. Rank hold CVX as of Q1 2018.

  • Stewardship Financial Advisors reported no remaining Chevron position as of Q1 2018 after selling out during the quarter.
  • Stewardship Financial Advisors sold 1,608 Chevron shares in Q1 2018, an estimated $201K.
  • Stewardship Financial Advisors first reported a position in Chevron in Q4 2017 and held it in 1 quarter.
  • Stewardship Financial Advisors's Chevron position peaked at $201K in Q4 2017.
  • 2,211 funds tracked by Wall St. Rank held Chevron as of Q1 2018.

Based on Stewardship Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.