Taylor Wealth Management Partners’s Chevron CVX Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-200	Closed	-$22K	–	66
2018 Q4	$22K	Hold	200	–	–	0.01%	68
2018 Q3	$24K	Hold	200	–	–	0.01%	81
2018 Q2	$25K	Hold	200	–	–	0.01%	84
2018 Q1	$23K	Hold	200	–	–	0.01%	86
2017 Q4	$25K	Hold	200	–	–	0.01%	107
2017 Q3	$23K	Hold	200	–	–	0.01%	110
2017 Q2	$21K	Hold	200	–	–	0.01%	113
2017 Q1	$21K	Hold	200	–	–	0.01%	115
2016 Q4	$24K	Hold	200	–	–	0.01%	113
2016 Q3	$21K	Hold	200	–	–	0.01%	106
2016 Q2	$21K	Hold	200	–	–	0.01%	104
2016 Q1	$19K	Hold	200	–	–	0.01%	101
2015 Q4	$18K	Hold	200	–	–	0.01%	100
2015 Q3	$16K	Hold	200	–	–	0.01%	109
2015 Q2	$19K	Sell	200 -200	-50%	-$21K	0.01%	132
2015 Q1	$42K	Buy	+400	New	+$42.7K	0.01%	87

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Taylor Wealth Management Partners's CVX Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Chevron (CVX) in Q1 2019, closing a stake of 200 shares — an estimated $22K sold.

Taylor Wealth Management Partners first reported a position in CVX in Q1 2015 and held it in 16 quarters. The position peaked at $42K in Q1 2015. 2,396 funds tracked by Wall St. Rank hold CVX as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Chevron position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 200 Chevron shares in Q1 2019, an estimated $22K.
Taylor Wealth Management Partners first reported a position in Chevron in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's Chevron position peaked at $42K in Q1 2015.
2,396 funds tracked by Wall St. Rank held Chevron as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.