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440 Investment Group’s Chevron CVX Stock Holding History

440 Investment Group’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
2017
Q4 		$1.01M Buy
8,102
+2,482
+44% +$294K 0.72% 35
2017
Q3 		$660K Buy
5,620
+1,830
+48% +$200K 0.5% 58
2017
Q2 		$395K Sell
3,790
-6,429
-63% -$681K 0.31% 63
2017
Q1 		$1.1M Buy
+10,219
New +$1.15M 0.98% 23

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

440 Investment Group's CVX Position: Q4 2017 in Review

440 Investment Group increased its Chevron (CVX) stake by 44% in Q4 2017, buying an estimated $294K and bringing the position to 8,102 shares worth $1.01M. The position accounts for 0.72% of the portfolio, ranked #35.

440 Investment Group first reported a position in CVX in Q1 2017 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2017. 2,207 funds tracked by Wall St. Rank hold CVX as of Q4 2017.

  • 440 Investment Group held 8,102 shares of Chevron worth $1.01M as of Q4 2017.
  • 440 Investment Group bought 2,482 Chevron shares in Q4 2017, an estimated $294K.
  • Chevron made up 0.72% of 440 Investment Group's portfolio in Q4 2017, its #35 holding.
  • 440 Investment Group first reported a position in Chevron in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Chevron position peaked at $1.1M in Q1 2017.
  • 2,207 funds tracked by Wall St. Rank held Chevron as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.