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Ancora Family Wealth Advisors’s Chevron CVX Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$6.03M Sell
58,614
-3,760
-6% -$384K 2.06% 6
2016
Q2 		$6.54M Sell
62,374
-1,907
-3% -$192K 2.48% 4
2016
Q1 		$6.13M Buy
64,281
+3,500
+6% +$306K 2.5% 4
2015
Q4 		$5.47M Buy
60,781
+7,140
+13% +$644K 2.34% 4
2015
Q3 		$4.23M Buy
+53,641
New +$4.52M 1.76% 8

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ancora Family Wealth Advisors's CVX Position: Q3 2016 in Review

Ancora Family Wealth Advisors reduced its Chevron (CVX) stake by 6% in Q3 2016, selling an estimated $384K and leaving 58,614 shares worth $6.03M. The position accounts for 2.06% of the portfolio, ranked #6.

Ancora Family Wealth Advisors first reported a position in CVX in Q3 2015 and has held it in 5 quarters since. The position peaked at $6.54M in Q2 2016. 1,877 funds tracked by Wall St. Rank hold CVX as of Q3 2016.

  • Ancora Family Wealth Advisors held 58,614 shares of Chevron worth $6.03M as of Q3 2016.
  • Ancora Family Wealth Advisors sold 3,760 Chevron shares in Q3 2016, an estimated $384K.
  • Chevron made up 2.06% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #6 holding.
  • Ancora Family Wealth Advisors first reported a position in Chevron in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Chevron position peaked at $6.54M in Q2 2016.
  • 1,877 funds tracked by Wall St. Rank held Chevron as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.