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Crow Point Partners’s Chevron CVX Stock Holding History

Crow Point 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
Q2 		– Sell
-1,267
Closed -$137K – 242
2017
Q1 		$137K Buy
1,267
+234
+23% +$26.2K 0.02% 157
2016
Q4 		$122K Sell
1,033
-1,674
-62% -$182K 0.02% 143
2016
Q3 		$274K Buy
+2,707
New +$276K 0.04% 116
2015
Q3 		$275K Buy
3,490
+2,365
+210% +$199K 0.04% 163
2015
Q2 		$109K Buy
1,125
+185
+20% +$19.4K 0.02% 197
2015
Q1 		$99K Buy
+940
New +$100K 0.01% 186
2014
Q3 		$134K Buy
1,120
+120
+12% +$15.3K 0.02% 199
2014
Q2 		$119K Hold
1,000
– – 0.02% 165
2014
Q1 		$119K Buy
+1,000
New +$116K 0.02% 165

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 $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Crow Point Partners's CVX Position: Q2 2017 in Review

Crow Point Partners sold out of Chevron (CVX) in Q2 2017, closing a stake of 1,267 shares — an estimated $137K sold.

Crow Point Partners first reported a position in CVX in Q1 2014 and held it in 9 quarters. The position peaked at $275K in Q3 2015. 1,982 funds tracked by Wall St. Rank hold CVX as of Q2 2017.

  • Crow Point Partners reported no remaining Chevron position as of Q2 2017 after selling out during the quarter.
  • Crow Point Partners sold 1,267 Chevron shares in Q2 2017, an estimated $137K.
  • Crow Point Partners first reported a position in Chevron in Q1 2014 and held it in 9 quarters.
  • Crow Point Partners's Chevron position peaked at $275K in Q3 2015.
  • 1,982 funds tracked by Wall St. Rank held Chevron as of Q2 2017.

Based on Crow Point Partners's 13F filing for Q2 2017, filed 17 Jul 2017.