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Cornerstone Financial Partners’s Chevron CVX Stock Holding History

Cornerstone Financial Partners’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
Q4 		$581K Buy
4,629
+1,661
+56% +$197K 0.19% 87
2017
Q3 		$347K Buy
2,968
+488
+20% +$53.3K 0.13% 90
2017
Q2 		$258K Buy
2,480
+80
+3% +$8.47K 0.1% 106
2017
Q1 		$258K Sell
2,400
-774
-24% -$86.8K 0.09% 127
2016
Q4 		$373K Buy
3,174
+296
+10% +$32.2K 0.12% 117
2016
Q3 		$297K Sell
2,878
-144
-5% -$14.7K 0.1% 118
2016
Q2 		$316K Sell
3,022
-96
-3% -$9.66K 0.11% 124
2016
Q1 		$298K Sell
3,118
-1,018
-25% -$89K 0.12% 126
2015
Q4 		$373K Buy
+4,136
New +$373K 0.14% 112

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Financial Partners's CVX Position: Q4 2017 in Review

Cornerstone Financial Partners increased its Chevron (CVX) stake by 56% in Q4 2017, buying an estimated $197K and bringing the position to 4,629 shares worth $581K. The position accounts for 0.19% of the portfolio, ranked #87.

Cornerstone Financial Partners first reported a position in CVX in Q4 2015 and has held it in 9 quarters since. 2,207 funds tracked by Wall St. Rank hold CVX as of Q4 2017.

  • Cornerstone Financial Partners held 4,629 shares of Chevron worth $581K as of Q4 2017.
  • Cornerstone Financial Partners bought 1,661 Chevron shares in Q4 2017, an estimated $197K.
  • Chevron made up 0.19% of Cornerstone Financial Partners's portfolio in Q4 2017, its #87 holding.
  • Cornerstone Financial Partners first reported a position in Chevron in Q4 2015 and has held it in 9 quarters since.
  • 2,207 funds tracked by Wall St. Rank held Chevron as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.