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Credential Securities’s Chevron CVX Stock Holding History

Credential Securities’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
2018
Q2 		$633K Sell
5,006
-297
-6% -$36.9K 0.14% 101
2018
Q1 		$605K Sell
5,303
-96
-2% -$11.5K 0.14% 108
2017
Q4 		$677K Sell
5,399
-122
-2% -$14.5K 0.16% 105
2017
Q3 		$648K Sell
5,521
-3,755
-40% -$410K 0.17% 105
2017
Q2 		$966K Buy
9,276
+669
+8% +$70.9K 0.3% 73
2017
Q1 		$924K Buy
8,607
+129
+2% +$14.5K 0.32% 69
2016
Q4 		$999K Buy
8,478
+219
+3% +$23.8K 0.4% 60
2016
Q3 		$850K Buy
8,259
+352
+4% +$35.9K 0.39% 77
2016
Q2 		$829K Buy
7,907
+319
+4% +$32.1K 0.43% 73
2016
Q1 		$724K Sell
7,588
-3,561
-32% -$311K 0.42% 72
2015
Q4 		$1M Buy
11,149
+281
+3% +$25.3K 0.66% 42
2015
Q3 		$857K Buy
10,868
+720
+7% +$60.6K 0.6% 49
2015
Q2 		$979K Buy
10,148
+737
+8% +$77.4K 0.62% 45
2015
Q1 		$988K Buy
9,411
+730
+8% +$77.9K 0.64% 40
2014
Q4 		$974K Buy
8,681
+714
+9% +$81.1K 0.63% 39
2014
Q3 		$960K Buy
7,967
+460
+6% +$58.7K 0.64% 39
2014
Q2 		$980K Buy
7,507
+476
+7% +$59.2K 0.65% 39
2014
Q1 		$836K Buy
+7,031
New +$818K 0.62% 40

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $544B AUM 28.31% 1-Year Est. Return

Credential Securities's CVX Position: Q2 2018 in Review

Credential Securities reduced its Chevron (CVX) stake by 5.6% in Q2 2018, selling an estimated $36.9K and leaving 5,006 shares worth $633K. The position accounts for 0.14% of the portfolio, ranked #101.

Credential Securities first reported a position in CVX in Q1 2014 and has held it in 18 quarters since. The position peaked at $1M in Q4 2015. 2,251 funds tracked by Wall St. Rank hold CVX as of Q2 2018.

  • Credential Securities held 5,006 shares of Chevron worth $633K as of Q2 2018.
  • Credential Securities sold 297 Chevron shares in Q2 2018, an estimated $36.9K.
  • Chevron made up 0.14% of Credential Securities's portfolio in Q2 2018, its #101 holding.
  • Credential Securities first reported a position in Chevron in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Chevron position peaked at $1M in Q4 2015.
  • 2,251 funds tracked by Wall St. Rank held Chevron as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.