Tiller Private Wealth’s Chevron CVX Stock Holding History

Tiller Private Wealth’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	–	Sell	-2,131	Closed	-$223K	–	47
2021 Q1	$223K	Buy	+2,131	New	+$208K	0.28%	30

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiller Private Wealth's CVX Position: Q2 2021 in Review

Tiller Private Wealth sold out of Chevron (CVX) in Q2 2021, closing a stake of 2,131 shares — an estimated $223K sold.

Tiller Private Wealth first reported a position in CVX in Q1 2021 and held it in 1 quarter. The position peaked at $223K in Q1 2021. 2,581 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

Tiller Private Wealth reported no remaining Chevron position as of Q2 2021 after selling out during the quarter.
Tiller Private Wealth sold 2,131 Chevron shares in Q2 2021, an estimated $223K.
Tiller Private Wealth first reported a position in Chevron in Q1 2021 and held it in 1 quarter.
Tiller Private Wealth's Chevron position peaked at $223K in Q1 2021.
2,581 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on Tiller Private Wealth's 13F filing for Q2 2021, filed 21 Jul 2021.