Ecofin Advisors’s Chevron CVX Stock Holding History

Ecofin 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
2013 Q4	–	Sell	-233	Closed	-$1.92K	–	51
2013 Q3	$1.92K	Sell	233 -1,298	-85%	-$160K	0.02%	31
2013 Q2	$181K	Buy	+1,531	New	+$185K	0.04%	34

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ecofin Advisors's CVX Position: Q4 2013 in Review

Ecofin Advisors sold out of Chevron (CVX) in Q4 2013, closing a stake of 233 shares — an estimated $1.92K sold.

Ecofin Advisors first reported a position in CVX in Q2 2013 and held it in 2 quarters. The position peaked at $181K in Q2 2013. 1,786 funds tracked by Wall St. Rank hold CVX as of Q4 2013.

Ecofin Advisors reported no remaining Chevron position as of Q4 2013 after selling out during the quarter.
Ecofin Advisors sold 233 Chevron shares in Q4 2013, an estimated $1.92K.
Ecofin Advisors first reported a position in Chevron in Q2 2013 and held it in 2 quarters.
Ecofin Advisors's Chevron position peaked at $181K in Q2 2013.
1,786 funds tracked by Wall St. Rank held Chevron as of Q4 2013.

Based on Ecofin Advisors's 13F filing for Q4 2013, filed 25 Feb 2014.