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Cleary Gull’s Chevron CVX Stock Holding History

Cleary Gull’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
Q1 		$32K Buy
+308
New +$32.9K 0.03% 41

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cleary Gull's CVX Position: Q1 2015 in Review

Cleary Gull opened a new position in Chevron (CVX) in Q1 2015: 308 shares worth $32K. The stake represents 0.03% of the portfolio and ranks #41 among its holdings.

1,834 funds tracked by Wall St. Rank hold CVX as of Q1 2015.

  • Cleary Gull held 308 shares of Chevron worth $32K as of Q1 2015.
  • Chevron was a new Cleary Gull position in Q1 2015.
  • Chevron made up 0.03% of Cleary Gull's portfolio in Q1 2015, its #41 holding.
  • 1,834 funds tracked by Wall St. Rank held Chevron as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.