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SVA Wealth Management’s Chevron CVX Stock Holding History

SVA Wealth Management’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
Q4 		$3.38M Sell
40,076
-486
-1% -$39.3K 0.3% 66
2020
Q3 		$2.92M Buy
40,562
+2,867
+8% +$241K 0.29% 71
2020
Q2 		$3.36M Buy
37,695
+2,627
+7% +$235K 0.36% 60
2020
Q1 		$2.54M Buy
35,068
+71
+0.2% +$7.02K 0.29% 63
2019
Q4 		$4.22M Sell
34,997
-1,043
-3% -$123K 0.39% 59
2019
Q3 		$4.27M Sell
36,040
-3,904
-10% -$474K 0.42% 56
2019
Q2 		$4.97M Sell
39,944
-1,408
-3% -$170K 0.49% 45
2019
Q1 		$5.09M Buy
41,352
+1,284
+3% +$152K 0.49% 50
2018
Q4 		$4.36M Sell
40,068
-478
-1% -$55.4K 0.49% 53
2018
Q3 		$4.96M Sell
40,546
-351
-0.9% -$42.6K 0.5% 53
2018
Q2 		$5.17M Sell
40,897
-2,384
-6% -$296K 0.56% 52
2018
Q1 		$5.09M Buy
43,281
+1,351
+3% +$162K 0.63% 47
2017
Q4 		$5.25M Sell
41,930
-1,351
-3% -$160K 0.62% 46
2017
Q3 		$5.09M Buy
43,281
+406
+0.9% +$44.3K 0.63% 47
2017
Q2 		$4.47M Buy
42,875
+1,600
+4% +$170K 0.58% 52
2017
Q1 		$4.43M Sell
41,275
-411
-1% -$46.1K 0.6% 51
2016
Q4 		$4.91M Sell
41,686
-5,634
-12% -$614K 0.73% 42
2016
Q3 		$4.87M Buy
47,320
+1,507
+3% +$154K 0.76% 45
2016
Q2 		$4.8M Buy
45,813
+562
+1% +$56.5K 0.78% 39
2016
Q1 		$4.32M Sell
45,251
-709
-2% -$62K 0.71% 44
2015
Q4 		$4.13M Sell
45,960
-6,390
-12% -$576K 0.72% 43
2015
Q3 		$4.13M Sell
52,350
-5,153
-9% -$434K 0.77% 43
2015
Q2 		$5.55M Buy
57,503
+8,260
+17% +$867K 1.02% 31
2015
Q1 		$5.17M Buy
49,243
+33,315
+209% +$3.56M 0.94% 36
2014
Q4 		$1.79M Buy
15,928
+3,451
+28% +$392K 0.65% 34
2014
Q3 		$1.49M Buy
12,477
+211
+2% +$26.9K 0.63% 38
2014
Q2 		$1.6M Buy
12,266
+836
+7% +$104K 0.68% 36
2014
Q1 		$1.36M Buy
11,430
+1,766
+18% +$205K 0.64% 39
2013
Q4 		$1.21M Buy
+9,664
New +$1.17M 0.72% 36

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SVA Wealth Management's CVX Position: Q4 2020 in Review

SVA Wealth Management reduced its Chevron (CVX) stake by 1.2% in Q4 2020, selling an estimated $39.3K and leaving 40,076 shares worth $3.38M. The position accounts for 0.3% of the portfolio, ranked #66.

SVA Wealth Management first reported a position in CVX in Q4 2013 and has held it in 29 quarters since. The position peaked at $5.55M in Q2 2015. 2,479 funds tracked by Wall St. Rank hold CVX as of Q4 2020.

  • SVA Wealth Management held 40,076 shares of Chevron worth $3.38M as of Q4 2020.
  • SVA Wealth Management sold 486 Chevron shares in Q4 2020, an estimated $39.3K.
  • Chevron made up 0.3% of SVA Wealth Management's portfolio in Q4 2020, its #66 holding.
  • SVA Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Chevron position peaked at $5.55M in Q2 2015.
  • 2,479 funds tracked by Wall St. Rank held Chevron as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.