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Detwiler Fenton Investment Management’s Chevron CVX Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q3 		– Sell
-2,000
Closed -$261K – 69
2014
Q2 		$261K Hold
2,000
– – 0.21% 90
2014
Q1 		$238K Hold
2,000
– – 0.21% 80
2013
Q4 		$250K Sell
2,000
-17,260
-90% -$2.09M 0.22% 90
2013
Q3 		$2.34M Sell
19,260
-137
-0.7% -$16.8K 2.08% 18
2013
Q2 		$2.3M Buy
+19,397
New +$2.34M 2.33% 12

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Detwiler Fenton Investment Management's CVX Position: Q3 2014 in Review

Detwiler Fenton Investment Management sold out of Chevron (CVX) in Q3 2014, closing a stake of 2,000 shares — an estimated $261K sold.

Detwiler Fenton Investment Management first reported a position in CVX in Q2 2013 and held it in 5 quarters. The position peaked at $2.34M in Q3 2013. 1,776 funds tracked by Wall St. Rank hold CVX as of Q3 2014.

  • Detwiler Fenton Investment Management reported no remaining Chevron position as of Q3 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 2,000 Chevron shares in Q3 2014, an estimated $261K.
  • Detwiler Fenton Investment Management first reported a position in Chevron in Q2 2013 and held it in 5 quarters.
  • Detwiler Fenton Investment Management's Chevron position peaked at $2.34M in Q3 2013.
  • 1,776 funds tracked by Wall St. Rank held Chevron as of Q3 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2014, filed 24 Oct 2014.