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Allen Investment Management’s Chevron CVX Stock Holding History

Allen 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
2018
Q1 		– Sell
-1,967
Closed -$246K – 174
2017
Q4 		$246K Hold
1,967
– – 0.01% 160
2017
Q3 		$231K Buy
+1,967
New +$215K 0.01% 201
2015
Q3 		– Sell
-5,640
Closed -$544K – 203
2015
Q2 		$544K Buy
+5,640
New +$592K 0.05% 138

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

Allen Investment Management's CVX Position: Q1 2018 in Review

Allen Investment Management sold out of Chevron (CVX) in Q1 2018, closing a stake of 1,967 shares — an estimated $246K sold.

Allen Investment Management first reported a position in CVX in Q2 2015 and held it in 3 quarters. The position peaked at $544K in Q2 2015. 2,211 funds tracked by Wall St. Rank hold CVX as of Q1 2018.

  • Allen Investment Management reported no remaining Chevron position as of Q1 2018 after selling out during the quarter.
  • Allen Investment Management sold 1,967 Chevron shares in Q1 2018, an estimated $246K.
  • Allen Investment Management first reported a position in Chevron in Q2 2015 and held it in 3 quarters.
  • Allen Investment Management's Chevron position peaked at $544K in Q2 2015.
  • 2,211 funds tracked by Wall St. Rank held Chevron as of Q1 2018.

Based on Allen Investment Management's 13F filing for Q1 2018, filed 14 May 2018.