Delphi Private Advisors’s Chevron CVX Stock Holding History

Delphi Private 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
2017 Q1	–	Sell	-155	Closed	-$18K	–	148
2016 Q4	$18K	Sell	155 -148	-49%	-$16.1K	0.03%	72
2016 Q3	$31K	Buy	303 +39	+15%	+$3.98K	0.05%	49
2016 Q2	$28K	Buy	264 +75	+40%	+$7.54K	0.05%	68
2016 Q1	$18K	Sell	189 -32	-14%	-$2.8K	0.03%	103
2015 Q4	$20K	Buy	+221	New	+$19.9K	0.03%	108

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delphi Private Advisors's CVX Position: Q1 2017 in Review

Delphi Private Advisors sold out of Chevron (CVX) in Q1 2017, closing a stake of 155 shares — an estimated $18K sold.

Delphi Private Advisors first reported a position in CVX in Q4 2015 and held it in 5 quarters. The position peaked at $31K in Q3 2016. 2,014 funds tracked by Wall St. Rank hold CVX as of Q1 2017.

Delphi Private Advisors reported no remaining Chevron position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 155 Chevron shares in Q1 2017, an estimated $18K.
Delphi Private Advisors first reported a position in Chevron in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Chevron position peaked at $31K in Q3 2016.
2,014 funds tracked by Wall St. Rank held Chevron as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.