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Value Partners Investments’s Chevron CVX Stock Holding History

Value Partners Investments’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
Q1 		– Sell
-30,000
Closed -$320K – 72
2020
Q4 		$320K Buy
30,000
+26,462
+748% +$2.14M 0.03% 52
2020
Q3 		$255K Buy
+3,538
New +$298K 0.03% 56

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Value Partners Investments's CVX Position: Q1 2021 in Review

Value Partners Investments sold out of Chevron (CVX) in Q1 2021, closing a stake of 30,000 shares — an estimated $320K sold.

Value Partners Investments first reported a position in CVX in Q3 2020 and held it in 2 quarters. The position peaked at $320K in Q4 2020. 2,571 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

  • Value Partners Investments reported no remaining Chevron position as of Q1 2021 after selling out during the quarter.
  • Value Partners Investments sold 30,000 Chevron shares in Q1 2021, an estimated $320K.
  • Value Partners Investments first reported a position in Chevron in Q3 2020 and held it in 2 quarters.
  • Value Partners Investments's Chevron position peaked at $320K in Q4 2020.
  • 2,571 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on Value Partners Investments's 13F filing for Q1 2021, filed 30 Apr 2021.