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Acrospire Investment Management’s Chevron CVX Stock Holding History

Acrospire Investment 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
2017
Q3 		– Sell
-1,400
Closed -$146K – 367
2017
Q2 		$146K Buy
1,400
+800
+133% +$84.8K 0.14% 80
2017
Q1 		$64K Sell
600
-300
-33% -$33.6K 0.05% 711
2016
Q4 		$106K Buy
+900
New +$98K 0.04% 887

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acrospire Investment Management's CVX Position: Q3 2017 in Review

Acrospire Investment Management sold out of Chevron (CVX) in Q3 2017, closing a stake of 1,400 shares — an estimated $146K sold.

Acrospire Investment Management first reported a position in CVX in Q4 2016 and held it in 3 quarters. The position peaked at $146K in Q2 2017. 2,001 funds tracked by Wall St. Rank hold CVX as of Q3 2017.

  • Acrospire Investment Management reported no remaining Chevron position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,400 Chevron shares in Q3 2017, an estimated $146K.
  • Acrospire Investment Management first reported a position in Chevron in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Chevron position peaked at $146K in Q2 2017.
  • 2,001 funds tracked by Wall St. Rank held Chevron as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.