Unified Trust Company’s Chevron CVX Stock Holding History

Unified Trust Company’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
2020 Q1	–	Sell	-2,826	Closed	-$340K	–	58
2019 Q4	$340K	Buy	2,826 +250	+10%	+$29.4K	0.21%	48
2019 Q3	$305K	Hold	2,576	–	–	0.2%	48
2019 Q2	$320K	Hold	2,576	–	–	0.22%	42
2019 Q1	$317K	Hold	2,576	–	–	0.24%	44
2018 Q4	$280K	Buy	+2,576	New	+$298K	0.25%	47

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unified Trust Company's CVX Position: Q1 2020 in Review

Unified Trust Company sold out of Chevron (CVX) in Q1 2020, closing a stake of 2,826 shares — an estimated $340K sold.

Unified Trust Company first reported a position in CVX in Q4 2018 and held it in 5 quarters. The position peaked at $340K in Q4 2019. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Unified Trust Company reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Unified Trust Company sold 2,826 Chevron shares in Q1 2020, an estimated $340K.
Unified Trust Company first reported a position in Chevron in Q4 2018 and held it in 5 quarters.
Unified Trust Company's Chevron position peaked at $340K in Q4 2019.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Unified Trust Company's 13F filing for Q1 2020, filed 7 May 2020.