West Chester Capital Advisors, Inc Buys Chevron Corp, Sells Invesco S&P 500 Equal Weight ETF, BlackRock Taxable Municipal Bond Trust, PepsiCo Inc

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Feb 18, 2022
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Johnstown, PA, based Investment company West Chester Capital Advisors, Inc (Current Portfolio) buys Chevron Corp, sells Invesco S&P 500 Equal Weight ETF, BlackRock Taxable Municipal Bond Trust, PepsiCo Inc, ViacomCBS Inc, DocuSign Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, West Chester Capital Advisors, Inc. As of 2021Q4, West Chester Capital Advisors, Inc owns 64 stocks with a total value of $146 million. These are the details of the buys and sells.

For the details of WEST CHESTER CAPITAL ADVISORS, INC's stock buys and sells, go to https://www.gurufocus.com/guru/west+chester+capital+advisors%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of WEST CHESTER CAPITAL ADVISORS, INC
  1. ProShares Ultra S&P500 (SSO) - 224,785 shares, 22.58% of the total portfolio. Shares reduced by 0.93%
  2. Vanguard S&P 500 ETF (VOO) - 64,224 shares, 19.24% of the total portfolio. Shares added by 6.44%
  3. ProShares Ultra QQQ (QLD) - 164,829 shares, 10.07% of the total portfolio. Shares added by 1.08%
  4. Live Oak Bancshares Inc (LOB) - 112,344 shares, 6.73% of the total portfolio.
  5. Apple Inc (AAPL) - 38,651 shares, 4.71% of the total portfolio. Shares reduced by 0.28%
New Purchase: Chevron Corp (CVX)

West Chester Capital Advisors, Inc initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $133.610000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,803 shares as of 2021-12-31.

Sold Out: Invesco S&P 500 Equal Weight ETF (RSP)

West Chester Capital Advisors, Inc sold out a holding in Invesco S&P 500 Equal Weight ETF. The sale prices were between $150.44 and $163.01, with an estimated average price of $157.71.

Sold Out: ViacomCBS Inc (VIAC)

West Chester Capital Advisors, Inc sold out a holding in ViacomCBS Inc. The sale prices were between $28.68 and $39.84, with an estimated average price of $34.3.

Sold Out: DocuSign Inc (DOCU)

West Chester Capital Advisors, Inc sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.



Here is the complete portfolio of WEST CHESTER CAPITAL ADVISORS, INC. Also check out:

1. WEST CHESTER CAPITAL ADVISORS, INC's Undervalued Stocks
2. WEST CHESTER CAPITAL ADVISORS, INC's Top Growth Companies, and
3. WEST CHESTER CAPITAL ADVISORS, INC's High Yield stocks
4. Stocks that WEST CHESTER CAPITAL ADVISORS, INC keeps buying
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