Bridgewater Wealth & Financial Management’s Chevron CVX Stock Holding History

Bridgewater Wealth & Financial 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
2017 Q3	–	Sell	-6,536	Closed	-$682K	–	52
2017 Q2	$682K	Buy	6,536 +510	+8%	+$54K	0.23%	55
2017 Q1	$647K	Sell	6,026 -178	-3%	-$20K	0.24%	53
2016 Q4	$730K	Buy	6,204 +306	+5%	+$33.3K	0.28%	50
2016 Q3	$607K	Sell	5,898 -923	-14%	-$94.2K	0.22%	57
2016 Q2	$715K	Sell	6,821 -236	-3%	-$23.7K	0.26%	54
2016 Q1	$673K	Buy	7,057 +524	+8%	+$45.8K	0.24%	56
2015 Q4	$588K	Hold	6,533	–	–	0.23%	51
2015 Q3	$515K	Buy	6,533 +54	+0.8%	+$4.55K	0.21%	53
2015 Q2	$625K	Sell	6,479 -1,229	-16%	-$129K	0.27%	47
2015 Q1	$809K	Sell	7,708 -446	-5%	-$47.6K	0.35%	44
2014 Q4	$915K	Buy	+8,154	New	+$926K	0.37%	48

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgewater Wealth & Financial Management's CVX Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Chevron (CVX) in Q3 2017, closing a stake of 6,536 shares — an estimated $682K sold.

Bridgewater Wealth & Financial Management first reported a position in CVX in Q4 2014 and held it in 11 quarters. The position peaked at $915K in Q4 2014. 2,001 funds tracked by Wall St. Rank hold CVX as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining Chevron position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 6,536 Chevron shares in Q3 2017, an estimated $682K.
Bridgewater Wealth & Financial Management first reported a position in Chevron in Q4 2014 and held it in 11 quarters.
Bridgewater Wealth & Financial Management's Chevron position peaked at $915K in Q4 2014.
2,001 funds tracked by Wall St. Rank held Chevron as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.