Vancity Investment Management’s Chevron CVX Stock Holding History

Vancity Investment 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
2021 Q4	–	Sell	-2,000	Closed	-$203K	–	61
2021 Q3	$203K	Hold	2,000	–	–	0.03%	60
2021 Q2	$209K	Hold	2,000	–	–	0.03%	61
2021 Q1	$210K	Buy	+2,000	New	+$195K	0.04%	57

Other funds holding CVX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Vancity Investment Management's CVX Position: Q4 2021 in Review

Vancity Investment Management sold out of Chevron (CVX) in Q4 2021, closing a stake of 2,000 shares — an estimated $203K sold.

Vancity Investment Management first reported a position in CVX in Q1 2021 and held it in 3 quarters. The position peaked at $210K in Q1 2021. 2,898 funds tracked by Wall St. Rank hold CVX as of Q4 2021.

Vancity Investment Management reported no remaining Chevron position as of Q4 2021 after selling out during the quarter.
Vancity Investment Management sold 2,000 Chevron shares in Q4 2021, an estimated $203K.
Vancity Investment Management first reported a position in Chevron in Q1 2021 and held it in 3 quarters.
Vancity Investment Management's Chevron position peaked at $210K in Q1 2021.
2,898 funds tracked by Wall St. Rank held Chevron as of Q4 2021.

Based on Vancity Investment Management's 13F filing for Q4 2021, filed 19 Jan 2022.