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Cynosure Advisors’s Chevron CVX Stock Holding History

Cynosure Advisors’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
Q3 		– Sell
-15,429
Closed -$1.95M – 65
2018
Q2 		$1.95M Sell
15,429
-148
-1% -$18.4K 0.53% 18
2018
Q1 		$1.78M Sell
15,577
-4,305
-22% -$515K 0.45% 21
2017
Q4 		$2.49M Buy
+19,882
New +$2.36M 0.57% 9

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cynosure Advisors's CVX Position: Q3 2018 in Review

Cynosure Advisors sold out of Chevron (CVX) in Q3 2018, closing a stake of 15,429 shares — an estimated $1.95M sold.

Cynosure Advisors first reported a position in CVX in Q4 2017 and held it in 3 quarters. The position peaked at $2.49M in Q4 2017. 2,237 funds tracked by Wall St. Rank hold CVX as of Q3 2018.

  • Cynosure Advisors reported no remaining Chevron position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 15,429 Chevron shares in Q3 2018, an estimated $1.95M.
  • Cynosure Advisors first reported a position in Chevron in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's Chevron position peaked at $2.49M in Q4 2017.
  • 2,237 funds tracked by Wall St. Rank held Chevron as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.