Wisconsin Capital Management’s Chevron CVX Stock Holding History

Wisconsin Capital 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
2019 Q4	–	Sell	-4,120	Closed	-$489K	–	62
2019 Q3	$489K	Buy	4,120 +800	+24%	+$97.2K	0.26%	51
2019 Q2	$413K	Buy	3,320 +590	+22%	+$71.3K	0.22%	55
2019 Q1	$336K	Hold	2,730	–	–	0.3%	46
2018 Q4	$297K	Buy	+2,730	New	+$316K	0.31%	48
2014 Q4	$3.75M	Buy	33,392 +7,299	+28%	+$829K	1.33%	33
2014 Q3	$3.11M	Sell	26,093 -2,675	-9%	-$341K	1.15%	37
2014 Q2	$3.76M	Buy	28,768 +6,345	+28%	+$789K	1.38%	29
2014 Q1	$2.67M	Buy	22,423 +3,285	+17%	+$382K	1.02%	44
2013 Q4	$2.39M	Sell	19,138 -19,423	-50%	-$2.35M	0.94%	47
2013 Q3	$4.68M	Sell	38,561 -1,787	-4%	-$220K	2%	17
2013 Q2	$4.78M	Buy	+40,348	New	+$4.88M	2.02%	18

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

Wisconsin Capital Management's CVX Position: Q4 2019 in Review

Wisconsin Capital Management sold out of Chevron (CVX) in Q4 2019, closing a stake of 4,120 shares — an estimated $489K sold.

Wisconsin Capital Management first reported a position in CVX in Q2 2013 and held it in 11 quarters. The position peaked at $4.78M in Q2 2013. 2,589 funds tracked by Wall St. Rank hold CVX as of Q4 2019.

Wisconsin Capital Management reported no remaining Chevron position as of Q4 2019 after selling out during the quarter.
Wisconsin Capital Management sold 4,120 Chevron shares in Q4 2019, an estimated $489K.
Wisconsin Capital Management first reported a position in Chevron in Q2 2013 and held it in 11 quarters.
Wisconsin Capital Management's Chevron position peaked at $4.78M in Q2 2013.
2,589 funds tracked by Wall St. Rank held Chevron as of Q4 2019.

Based on Wisconsin Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.