Strategic Wealth Management Group’s Chevron CVX Stock Holding History

Strategic Wealth Management 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 Q2	$628K	Sell	5,997 -135	-2%	-$14.3K	0.23%	56
2021 Q1	$643K	Sell	6,132 -295	-5%	-$28.8K	0.25%	58
2020 Q4	$543K	Sell	6,427 -174	-3%	-$14.1K	0.23%	61
2020 Q3	$475K	Buy	6,601 +1,128	+21%	+$94.9K	0.23%	60
2020 Q2	$488K	Buy	5,473 +91	+2%	+$8.15K	0.29%	50
2020 Q1	$390K	Sell	5,382 -123	-2%	-$12.2K	0.29%	47
2019 Q4	$663K	Buy	5,505 +148	+3%	+$17.4K	0.43%	34
2019 Q3	$635K	Sell	5,357 -64	-1%	-$7.77K	0.46%	35
2019 Q2	$675K	Buy	5,421 +67	+1%	+$8.1K	0.51%	33
2019 Q1	$660K	Buy	5,354 +472	+10%	+$55.8K	0.54%	32
2018 Q4	$531K	Buy	+4,882	New	+$566K	0.51%	37

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Strategic Wealth Management Group's CVX Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Chevron (CVX) stake by 2.2% in Q2 2021, selling an estimated $14.3K and leaving 5,997 shares worth $628K. The position accounts for 0.23% of the portfolio, ranked #56.

Strategic Wealth Management Group first reported a position in CVX in Q4 2018 and has held it in 11 quarters since. The position peaked at $675K in Q2 2019. 2,579 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

Strategic Wealth Management Group held 5,997 shares of Chevron worth $628K as of Q2 2021.
Strategic Wealth Management Group sold 135 Chevron shares in Q2 2021, an estimated $14.3K.
Chevron made up 0.23% of Strategic Wealth Management Group's portfolio in Q2 2021, its #56 holding.
Strategic Wealth Management Group first reported a position in Chevron in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Chevron position peaked at $675K in Q2 2019.
2,579 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.