swisspartners’s Chevron CVX Stock Holding History

swisspartners’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 Q3	–	Sell	-2,577	Closed	-$270K	–	77
2021 Q2	$270K	Buy	2,577 +44	+2%	+$4.64K	0.19%	73
2021 Q1	$266K	Hold	2,533	–	–	0.22%	71
2020 Q4	$210K	Buy	+2,533	New	+$205K	0.18%	70

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

swisspartners's CVX Position: Q3 2021 in Review

swisspartners sold out of Chevron (CVX) in Q3 2021, closing a stake of 2,577 shares — an estimated $270K sold.

swisspartners first reported a position in CVX in Q4 2020 and held it in 3 quarters. The position peaked at $270K in Q2 2021. 2,570 funds tracked by Wall St. Rank hold CVX as of Q3 2021.

swisspartners reported no remaining Chevron position as of Q3 2021 after selling out during the quarter.
swisspartners sold 2,577 Chevron shares in Q3 2021, an estimated $270K.
swisspartners first reported a position in Chevron in Q4 2020 and held it in 3 quarters.
swisspartners's Chevron position peaked at $270K in Q2 2021.
2,570 funds tracked by Wall St. Rank held Chevron as of Q3 2021.

Based on swisspartners's 13F filing for Q3 2021, filed 16 Nov 2021.