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Bellwether Investment Group’s Chevron CVX Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,134
Closed -$122K – 196
2017
Q1 		$122K Sell
1,134
-4,547
-80% -$510K 0.32% 79
2016
Q4 		$669K Buy
+5,681
New +$619K 0.6% 34
2016
Q2 		$561K Buy
+5,356
New +$539K 0.62% 34

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bellwether Investment Group's CVX Position: Q2 2017 in Review

Bellwether Investment Group sold out of Chevron (CVX) in Q2 2017, closing a stake of 1,134 shares — an estimated $122K sold.

Bellwether Investment Group first reported a position in CVX in Q2 2016 and held it in 3 quarters. The position peaked at $669K in Q4 2016. 1,981 funds tracked by Wall St. Rank hold CVX as of Q2 2017.

  • Bellwether Investment Group reported no remaining Chevron position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,134 Chevron shares in Q2 2017, an estimated $122K.
  • Bellwether Investment Group first reported a position in Chevron in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Chevron position peaked at $669K in Q4 2016.
  • 1,981 funds tracked by Wall St. Rank held Chevron as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.