Wheatland Advisors’s Chevron CVX Stock Holding History

Wheatland Advisors’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 Q1	–	Sell	-6,022	Closed	-$726K	–	53
2019 Q4	$726K	Sell	6,022 -1,500	-20%	-$177K	0.93%	40
2019 Q3	$892K	Hold	7,522	–	–	0.81%	43
2019 Q2	$936K	Sell	7,522 -25	-0.3%	-$3.02K	0.71%	49
2019 Q1	$930K	Hold	7,547	–	–	0.71%	48
2018 Q4	$821K	Sell	7,547 -150	-2%	-$17.4K	0.72%	44
2018 Q3	$941K	Hold	7,697	–	–	0.71%	49
2018 Q2	$973K	Sell	7,697 -100	-1%	-$12.4K	0.79%	47
2018 Q1	$889K	Sell	7,797 -100	-1%	-$12K	0.73%	48
2017 Q4	$989K	Hold	7,897	–	–	0.8%	45
2017 Q3	$928K	Hold	7,897	–	–	0.79%	44
2017 Q2	$824K	Hold	7,897	–	–	0.74%	48
2017 Q1	$848K	Hold	7,897	–	–	0.76%	48
2016 Q4	$929K	Hold	7,897	–	–	0.82%	46
2016 Q3	$813K	Hold	7,897	–	–	0.76%	46
2016 Q2	$828K	Sell	7,897 -200	-2%	-$20.1K	0.8%	45
2016 Q1	$772K	Hold	8,097	–	–	0.79%	45
2015 Q4	$728K	Hold	8,097	–	–	0.74%	48
2015 Q3	$639K	Sell	8,097 -302	-4%	-$25.4K	0.69%	51
2015 Q2	$810K	Hold	8,399	–	–	0.78%	48
2015 Q1	$882K	Hold	8,399	–	–	0.88%	40
2014 Q4	$942K	Hold	8,399	–	–	0.92%	42
2014 Q3	$1M	Buy	8,399 +200	+2%	+$25.5K	1%	42
2014 Q2	$1.07M	Hold	8,199	–	–	0.97%	45
2014 Q1	$975K	Sell	8,199 -150	-2%	-$17.4K	1%	43
2013 Q4	$1.04M	Buy	+8,349	New	+$1.01M	1.09%	39

Other funds holding CVX

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

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wheatland Advisors's CVX Position: Q1 2020 in Review

Wheatland Advisors sold out of Chevron (CVX) in Q1 2020, closing a stake of 6,022 shares — an estimated $726K sold.

Wheatland Advisors first reported a position in CVX in Q4 2013 and held it in 25 quarters. The position peaked at $1.07M in Q2 2014. 2,317 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

Wheatland Advisors reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 6,022 Chevron shares in Q1 2020, an estimated $726K.
Wheatland Advisors first reported a position in Chevron in Q4 2013 and held it in 25 quarters.
Wheatland Advisors's Chevron position peaked at $1.07M in Q2 2014.
2,317 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.