Chevy Chase Trust
WPX

Chevy Chase Trust’s WPX Energy, Inc. WPX Stock Holding History

Chevy Chase Trust’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-31,911
Closed -$362K – 738
2018
Q4 		$362K Buy
+31,911
New +$484K ﹤0.01% 621
2014
Q1 		– Sell
-147,782
Closed -$3.01M – 665
2013
Q4 		$3.01M Buy
147,782
+5,866
+4% +$117K 0.02% 515
2013
Q3 		$2.73M Buy
141,916
+3,294
+2% +$63.4K 0.02% 521
2013
Q2 		$2.63M Buy
+138,622
New +$2.48M 0.02% 510

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Chevy Chase Trust's WPX Position: Q1 2019 in Review

Chevy Chase Trust sold out of WPX Energy, Inc. (WPX) in Q1 2019, closing a stake of 31,911 shares — an estimated $362K sold.

Chevy Chase Trust first reported a position in WPX in Q2 2013 and held it in 4 quarters. The position peaked at $3.01M in Q4 2013. 416 funds tracked by Wall St. Rank hold WPX as of Q1 2019.

  • Chevy Chase Trust reported no remaining WPX Energy, Inc. position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 31,911 WPX Energy, Inc. shares in Q1 2019, an estimated $362K.
  • Chevy Chase Trust first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 4 quarters.
  • Chevy Chase Trust's WPX Energy, Inc. position peaked at $3.01M in Q4 2013.
  • 416 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.