Braver Wealth Management’s Chevron CVX Stock Holding History

Braver Wealth 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
2016 Q4	$2.92M	Buy	24,838 +1,661	+7%	+$181K	0.47%	65
2016 Q3	$2.38M	Buy	23,177 +19,608	+549%	+$2M	0.4%	69
2016 Q2	$374K	Sell	3,569 -1,407	-28%	-$142K	0.06%	109
2016 Q1	$475K	Buy	+4,976	New	+$435K	0.08%	107
2015 Q2	–	Sell	-12,013	Closed	-$1.26M	–	86
2015 Q1	$1.26M	Buy	12,013 +74	+0.6%	+$7.9K	0.26%	60
2014 Q4	$1.34M	Buy	11,939 +3,749	+46%	+$426K	0.27%	52
2014 Q3	$977K	Buy	8,190 +146	+2%	+$18.6K	0.29%	55
2014 Q2	$1.05M	Buy	8,044 +193	+2%	+$24K	0.27%	56
2014 Q1	$934K	Buy	7,851 +218	+3%	+$25.4K	0.27%	52
2013 Q4	$953K	Sell	7,633 -1,846	-19%	-$223K	0.33%	53
2013 Q3	$1.15M	Buy	9,479 +1,449	+18%	+$178K	0.4%	47
2013 Q2	$950K	Buy	+8,030	New	+$971K	0.44%	43

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

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

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

BFA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Braver Wealth Management's CVX Position: Q4 2016 in Review

Braver Wealth Management increased its Chevron (CVX) stake by 7.2% in Q4 2016, buying an estimated $181K and bringing the position to 24,838 shares worth $2.92M. The position accounts for 0.47% of the portfolio, ranked #65.

Braver Wealth Management first reported a position in CVX in Q2 2013 and has held it in 12 quarters since. 1,993 funds tracked by Wall St. Rank hold CVX as of Q4 2016.

Braver Wealth Management held 24,838 shares of Chevron worth $2.92M as of Q4 2016.
Braver Wealth Management bought 1,661 Chevron shares in Q4 2016, an estimated $181K.
Chevron made up 0.47% of Braver Wealth Management's portfolio in Q4 2016, its #65 holding.
Braver Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 12 quarters since.
1,993 funds tracked by Wall St. Rank held Chevron as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.