WealthStone’s Chevron CVX Stock Holding History

WealthStone’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	$984K	Buy	9,396 +680	+8%	+$66.4K	0.34%	44
2020 Q4	$736K	Sell	8,716 -428	-5%	-$34.7K	0.26%	57
2020 Q3	$658K	Buy	9,144 +2,453	+37%	+$206K	0.3%	53
2020 Q2	$597K	Buy	+6,691	New	+$599K	0.28%	50
2019 Q3	–	Sell	-1,093	Closed	-$136K	–	191
2019 Q2	$136K	Buy	+1,093	New	+$132K	0.06%	124

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

WealthStone's CVX Position: Q1 2021 in Review

WealthStone increased its Chevron (CVX) stake by 7.8% in Q1 2021, buying an estimated $66.4K and bringing the position to 9,396 shares worth $984K. The position accounts for 0.34% of the portfolio, ranked #44.

WealthStone first reported a position in CVX in Q2 2019 and has held it in 5 quarters since. 2,570 funds tracked by Wall St. Rank hold CVX as of Q1 2021.

WealthStone held 9,396 shares of Chevron worth $984K as of Q1 2021.
WealthStone bought 680 Chevron shares in Q1 2021, an estimated $66.4K.
Chevron made up 0.34% of WealthStone's portfolio in Q1 2021, its #44 holding.
WealthStone first reported a position in Chevron in Q2 2019 and has held it in 5 quarters since.
2,570 funds tracked by Wall St. Rank held Chevron as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.