Efficient Market Advisors’s Chevron CVX Stock Holding History

Efficient Market 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
2016 Q1	–	Sell	-1,301	Closed	-$117K	–	61
2015 Q4	$117K	Buy	1,301 +101	+8%	+$9.11K	0.03%	65
2015 Q3	$95K	Hold	1,200	–	–	0.02%	57
2015 Q2	$116K	Hold	1,200	–	–	0.03%	53
2015 Q1	$126K	Hold	1,200	–	–	0.03%	51
2014 Q4	$135K	Buy	1,200 +200	+20%	+$22.7K	0.03%	51
2014 Q3	$119K	Hold	1,000	–	–	0.03%	45
2014 Q2	$131K	Hold	1,000	–	–	0.03%	44
2014 Q1	$119K	Sell	1,000 -11	-1%	-$1.28K	0.03%	48
2013 Q4	$126K	Buy	1,011 +11	+1%	+$1.33K	0.04%	44
2013 Q3	$122K	Hold	1,000	–	–	0.04%	43
2013 Q2	$118K	Buy	+1,000	New	+$121K	0.04%	41

Other funds holding CVX

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Efficient Market Advisors's CVX Position: Q1 2016 in Review

Efficient Market Advisors sold out of Chevron (CVX) in Q1 2016, closing a stake of 1,301 shares — an estimated $117K sold.

Efficient Market Advisors first reported a position in CVX in Q2 2013 and held it in 11 quarters. The position peaked at $135K in Q4 2014. 1,846 funds tracked by Wall St. Rank hold CVX as of Q1 2016.

Efficient Market Advisors reported no remaining Chevron position as of Q1 2016 after selling out during the quarter.
Efficient Market Advisors sold 1,301 Chevron shares in Q1 2016, an estimated $117K.
Efficient Market Advisors first reported a position in Chevron in Q2 2013 and held it in 11 quarters.
Efficient Market Advisors's Chevron position peaked at $135K in Q4 2014.
1,846 funds tracked by Wall St. Rank held Chevron as of Q1 2016.

Based on Efficient Market Advisors's 13F filing for Q1 2016, filed 29 Apr 2016.