WealthOne’s Chevron CVX Stock Holding History

WealthOne’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 Q3	–	Sell	-1,637	Closed	-$204K	–	90
2019 Q2	$204K	Buy	+1,637	New	+$198K	0.14%	93
2019 Q1	–	Sell	-732	Closed	-$80K	–	167
2018 Q4	$80K	Buy	+732	New	+$84.8K	0.07%	139

Other funds holding CVX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthOne's CVX Position: Q3 2019 in Review

WealthOne sold out of Chevron (CVX) in Q3 2019, closing a stake of 1,637 shares — an estimated $204K sold.

WealthOne first reported a position in CVX in Q4 2018 and held it in 2 quarters. The position peaked at $204K in Q2 2019. 2,388 funds tracked by Wall St. Rank hold CVX as of Q3 2019.

WealthOne reported no remaining Chevron position as of Q3 2019 after selling out during the quarter.
WealthOne sold 1,637 Chevron shares in Q3 2019, an estimated $204K.
WealthOne first reported a position in Chevron in Q4 2018 and held it in 2 quarters.
WealthOne's Chevron position peaked at $204K in Q2 2019.
2,388 funds tracked by Wall St. Rank held Chevron as of Q3 2019.

Based on WealthOne's 13F filing for Q3 2019, filed 14 Nov 2019.