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Torch Wealth Management’s Chevron CVX Stock Holding History

Torch 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
2019
Q4 		$1.39M Buy
11,504
+625
+6% +$73.6K 0.77% 46
2019
Q3 		$1.29M Sell
10,879
-165
-1% -$20K 0.76% 46
2019
Q2 		$1.37M Sell
11,044
-50
-0.5% -$6.05K 0.82% 47
2019
Q1 		$1.37M Buy
11,094
+100
+0.9% +$11.8K 0.84% 48
2018
Q4 		$1.2M Sell
10,994
-75
-0.7% -$8.69K 0.86% 46
2018
Q3 		$1.35M Sell
11,069
-110
-1% -$13.3K 0.81% 50
2018
Q2 		$1.41M Buy
11,179
+50
+0.4% +$6.21K 0.89% 45
2018
Q1 		$1.27M Sell
11,129
-650
-6% -$77.7K 0.82% 46
2017
Q4 		$1.48M Buy
11,779
+125
+1% +$14.8K 0.9% 41
2017
Q3 		$1.37M Buy
11,654
+25
+0.2% +$2.73K 0.9% 44
2017
Q2 		$1.21M Sell
11,629
-2,725
-19% -$289K 0.84% 47
2017
Q1 		$1.54M Hold
14,354
– – 1.03% 38
2016
Q4 		$1.69M Buy
14,354
+2,500
+21% +$272K 1.19% 29
2016
Q3 		$1.22M Sell
11,854
-100
-0.8% -$10.2K 0.89% 47
2016
Q2 		$1.25M Buy
11,954
+100
+0.8% +$10.1K 0.92% 45
2016
Q1 		$1.13M Buy
11,854
+150
+1% +$13.1K 0.85% 48
2015
Q4 		$1.05M Sell
11,704
-2,650
-18% -$239K 0.77% 49
2015
Q3 		$1.13M Sell
14,354
-1,895
-12% -$160K 0.87% 48
2015
Q2 		$1.57M Sell
16,249
-100
-0.6% -$10.5K 1.09% 36
2015
Q1 		$1.72M Buy
+16,349
New +$1.74M 1.33% 27
2014
Q3 		– Sell
-1,364
Closed -$178K – 136
2014
Q2 		$178K Hold
1,364
– – 0.12% 101
2014
Q1 		$162K Hold
1,364
– – 0.12% 97
2013
Q4 		$170K Buy
+1,364
New +$165K 0.13% 91

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's CVX Position: Q4 2019 in Review

Torch Wealth Management increased its Chevron (CVX) stake by 5.7% in Q4 2019, buying an estimated $73.6K and bringing the position to 11,504 shares worth $1.39M. The position accounts for 0.77% of the portfolio, ranked #46.

Torch Wealth Management first reported a position in CVX in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.72M in Q1 2015. 2,590 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

  • Torch Wealth Management held 11,504 shares of Chevron worth $1.39M as of Q4 2019.
  • Torch Wealth Management bought 625 Chevron shares in Q4 2019, an estimated $73.6K.
  • Chevron made up 0.77% of Torch Wealth Management's portfolio in Q4 2019, its #46 holding.
  • Torch Wealth Management first reported a position in Chevron in Q4 2013 and has held it in 23 quarters since.
  • Torch Wealth Management's Chevron position peaked at $1.72M in Q1 2015.
  • 2,590 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.