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Wealthspire Advisors (Maryland)’s Chevron CVX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.48M Sell
20,617
-176
-0.8% -$14.8K 0.05% 155
2020
Q2 		$1.85M Sell
20,793
-486
-2% -$43.5K 0.13% 103
2020
Q1 		$1.54M Sell
21,279
-6,493
-23% -$642K 0.13% 104
2019
Q4 		$3.35M Buy
27,772
+123
+0.4% +$14.5K 0.22% 68
2019
Q3 		$3.28M Buy
27,649
+900
+3% +$109K 0.24% 67
2019
Q2 		$3.33M Sell
26,749
-349
-1% -$42.2K 0.25% 65
2019
Q1 		$3.34M Buy
27,098
+514
+2% +$60.8K 0.25% 63
2018
Q4 		$2.89M Buy
26,584
+605
+2% +$70.1K 0.26% 58
2018
Q3 		$3.18M Buy
25,979
+140
+0.5% +$17K 0.26% 59
2018
Q2 		$3.27M Sell
25,839
-822
-3% -$102K 0.3% 53
2018
Q1 		$3.04M Sell
26,661
-1,802
-6% -$215K 0.29% 57
2017
Q4 		$3.56M Buy
28,463
+1,271
+5% +$151K 0.35% 50
2017
Q3 		$3.19M Buy
27,192
+1,125
+4% +$123K 0.35% 47
2017
Q2 		$2.72M Buy
26,067
+9,761
+60% +$1.03M 0.32% 53
2017
Q1 		$1.75M Buy
16,306
+1,811
+12% +$203K 0.25% 63
2016
Q4 		$1.71M Sell
14,495
-1,272
-8% -$139K 0.26% 61
2016
Q3 		$1.62M Sell
15,767
-1,821
-10% -$186K 0.25% 62
2016
Q2 		$1.84M Buy
17,588
+692
+4% +$69.6K 0.31% 52
2016
Q1 		$1.61M Buy
16,896
+26
+0.2% +$2.27K 0.28% 60
2015
Q4 		$1.52M Buy
+16,870
New +$1.52M 0.28% 62

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CVX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Chevron (CVX) stake by 0.85% in Q3 2020, selling an estimated $14.8K and leaving 20,617 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #155.

Wealthspire Advisors (Maryland) first reported a position in CVX in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.56M in Q4 2017. 2,272 funds tracked by Wall St. Rank hold CVX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 20,617 shares of Chevron worth $1.48M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 176 Chevron shares in Q3 2020, an estimated $14.8K.
  • Chevron made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #155 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Chevron in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Chevron position peaked at $3.56M in Q4 2017.
  • 2,272 funds tracked by Wall St. Rank held Chevron as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.