Atherton Lane Advisers’s Chevron CVX Stock Holding History

Atherton Lane Advisers’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 Q4	$3.37M	Buy	37,403 +2,507	+7%	+$226K	0.2%	68
2015 Q3	$2.75M	Buy	34,896 +2,203	+7%	+$185K	0.17%	70
2015 Q2	$3.15M	Sell	32,693 -2,654	-8%	-$279K	0.17%	70
2015 Q1	$3.71M	Sell	35,347 -1,265	-3%	-$135K	0.2%	73
2014 Q4	$4.11M	Buy	36,612 +801	+2%	+$91K	0.22%	71
2014 Q3	$4.27M	Sell	35,811 -2,942	-8%	-$375K	0.24%	75
2014 Q2	$5.06M	Buy	38,753 +3,492	+10%	+$434K	0.28%	74
2014 Q1	$4.19M	Sell	35,261 -1,049	-3%	-$122K	0.26%	73
2013 Q4	$4.54M	Sell	36,310 -534	-1%	-$64.5K	0.29%	72
2013 Q3	$4.48M	Sell	36,844 -1,914	-5%	-$235K	0.31%	67
2013 Q2	$4.59M	Buy	+38,758	New	+$4.68M	0.34%	62

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Atherton Lane Advisers's CVX Position: Q4 2015 in Review

Atherton Lane Advisers increased its Chevron (CVX) stake by 7.2% in Q4 2015, buying an estimated $226K and bringing the position to 37,403 shares worth $3.37M. The position accounts for 0.2% of the portfolio, ranked #68.

Atherton Lane Advisers first reported a position in CVX in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.06M in Q2 2014. 1,841 funds tracked by Wall St. Rank hold CVX as of Q4 2015.

Atherton Lane Advisers held 37,403 shares of Chevron worth $3.37M as of Q4 2015.
Atherton Lane Advisers bought 2,507 Chevron shares in Q4 2015, an estimated $226K.
Chevron made up 0.2% of Atherton Lane Advisers's portfolio in Q4 2015, its #68 holding.
Atherton Lane Advisers first reported a position in Chevron in Q2 2013 and has held it in 11 quarters since.
Atherton Lane Advisers's Chevron position peaked at $5.06M in Q2 2014.
1,841 funds tracked by Wall St. Rank held Chevron as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.