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Wunderlich Capital Managemnt’s Chevron CVX Stock Holding History

Wunderlich Capital Managemnt’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
-12,909
Closed -$1.56M – 78
2019
Q4 		$1.56M Buy
12,909
+23
+0.2% +$2.71K 0.98% 61
2019
Q3 		$1.53M Buy
12,886
+9
+0.1% +$1.09K 1.05% 51
2019
Q2 		$1.6M Buy
12,877
+494
+4% +$59.7K 1.06% 49
2019
Q1 		$1.52M Buy
12,383
+137
+1% +$16.2K 1.06% 54
2018
Q4 		$1.33M Sell
12,246
-9
-0.1% -$1.04K 1.02% 49
2018
Q3 		$1.5M Sell
12,255
-401
-3% -$48.6K 1.06% 53
2018
Q2 		$1.6M Sell
12,656
-22
-0.2% -$2.73K 1.11% 49
2018
Q1 		$1.45M Buy
12,678
+23
+0.2% +$2.75K 0.99% 54
2017
Q4 		$1.58M Buy
12,655
+176
+1% +$20.9K 1.1% 47
2017
Q3 		$1.47M Sell
12,479
-26
-0.2% -$2.84K 1.09% 49
2017
Q2 		$1.3M Sell
12,505
-91
-0.7% -$9.64K 0.98% 58
2017
Q1 		$1.35M Sell
12,596
-1,746
-12% -$196K 1.05% 53
2016
Q4 		$1.69M Sell
14,342
-291
-2% -$31.7K 1.37% 19
2016
Q3 		$1.51M Buy
14,633
+3,498
+31% +$357K 1.2% 34
2016
Q2 		$1.17M Buy
11,135
+210
+2% +$21.1K 0.99% 61
2016
Q1 		$1.04M Buy
10,925
+401
+4% +$35.1K 0.89% 67
2015
Q4 		$947K Buy
10,524
+791
+8% +$71.3K 0.81% 65
2015
Q3 		$768K Sell
9,733
-1,958
-17% -$165K 0.71% 74
2015
Q2 		$1.13M Buy
11,691
+116
+1% +$12.2K 1.09% 49
2015
Q1 		$1.21M Buy
11,575
+1,643
+17% +$175K 1.09% 45
2014
Q4 		$1.11M Buy
9,932
+597
+6% +$67.8K 0.94% 67
2014
Q3 		$1.11M Sell
9,335
-249
-3% -$31.8K 1% 64
2014
Q2 		$1.25M Sell
9,584
-25
-0.3% -$3.11K 1.14% 43
2014
Q1 		$1.14M Buy
9,609
+15
+0.2% +$1.74K 1.08% 56
2013
Q4 		$1.2M Buy
+9,594
New +$1.16M 1.15% 42

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wunderlich Capital Managemnt's CVX Position: Q1 2020 in Review

Wunderlich Capital Managemnt sold out of Chevron (CVX) in Q1 2020, closing a stake of 12,909 shares — an estimated $1.56M sold.

Wunderlich Capital Managemnt first reported a position in CVX in Q4 2013 and held it in 25 quarters. The position peaked at $1.69M in Q4 2016. 2,318 funds tracked by Wall St. Rank hold CVX as of Q1 2020.

  • Wunderlich Capital Managemnt reported no remaining Chevron position as of Q1 2020 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 12,909 Chevron shares in Q1 2020, an estimated $1.56M.
  • Wunderlich Capital Managemnt first reported a position in Chevron in Q4 2013 and held it in 25 quarters.
  • Wunderlich Capital Managemnt's Chevron position peaked at $1.69M in Q4 2016.
  • 2,318 funds tracked by Wall St. Rank held Chevron as of Q1 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2020, filed 14 May 2020.