Aris Wealth Services’s Chevron CVX Stock Holding History

Aris Wealth Services’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
2015 Q3	$80K	Sell	1,019 -1,911	-65%	-$161K	0.17%	60
2015 Q2	$283K	Sell	2,930 -1	-0%	-$105	0.26%	88
2015 Q1	$308K	Sell	2,931 -228	-7%	-$24.3K	0.29%	83
2014 Q4	$354K	Sell	3,159 -582	-16%	-$66.1K	0.39%	84
2014 Q3	$446K	Sell	3,741 -26	-0.7%	-$3.32K	0.55%	73
2014 Q2	$492K	Buy	3,767 +1,412	+60%	+$176K	0.64%	62
2014 Q1	$280K	Sell	2,355 -873	-27%	-$102K	0.41%	77
2013 Q4	$403K	Buy	3,228 +429	+15%	+$51.9K	0.68%	55
2013 Q3	$340K	Buy	+2,799	New	+$344K	0.62%	61

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's CVX Position: Q3 2015 in Review

Aris Wealth Services reduced its Chevron (CVX) stake by 65% in Q3 2015, selling an estimated $161K and leaving 1,019 shares worth $80K. The position accounts for 0.17% of the portfolio, ranked #60.

Aris Wealth Services first reported a position in CVX in Q3 2013 and has held it in 9 quarters since. The position peaked at $492K in Q2 2014. 1,765 funds tracked by Wall St. Rank hold CVX as of Q3 2015.

Aris Wealth Services held 1,019 shares of Chevron worth $80K as of Q3 2015.
Aris Wealth Services sold 1,911 Chevron shares in Q3 2015, an estimated $161K.
Chevron made up 0.17% of Aris Wealth Services's portfolio in Q3 2015, its #60 holding.
Aris Wealth Services first reported a position in Chevron in Q3 2013 and has held it in 9 quarters since.
Aris Wealth Services's Chevron position peaked at $492K in Q2 2014.
1,765 funds tracked by Wall St. Rank held Chevron as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.