Tradition Asset Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$1.19M Hold
13,377
0.34% 79
2020
Q1
$969K Buy
13,377
+1,100
+9% +$109K 0.32% 83
2019
Q4
$1.48M Hold
12,277
0.36% 84
2019
Q3
$1.46M Hold
12,277
0.38% 85
2019
Q2
$1.53M Buy
+12,277
New +$1.48M 0.4% 83

Other funds holding CVX

Tradition Asset Management's CVX Position: Q2 2020 in Review

Tradition Asset Management held its Chevron (CVX) position steady in Q2 2020 at 13,377 shares worth $1.19M. The position accounts for 0.34% of the portfolio, ranked #79.

Tradition Asset Management first reported a position in CVX in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2019. 2,369 funds tracked by Wall St. Rank hold CVX as of Q2 2020.

  • Tradition Asset Management held 13,377 shares of Chevron worth $1.19M as of Q2 2020.
  • Tradition Asset Management left its Chevron share count unchanged in Q2 2020.
  • Chevron made up 0.34% of Tradition Asset Management's portfolio in Q2 2020, its #79 holding.
  • Tradition Asset Management first reported a position in Chevron in Q2 2019 and has held it in 5 quarters since.
  • Tradition Asset Management's Chevron position peaked at $1.53M in Q2 2019.
  • 2,369 funds tracked by Wall St. Rank held Chevron as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.