EisnerAmper Wealth Management Corporate Benefits’s Chevron CVX Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015 Q4	–	Sell	-7,670	Closed	-$605K	–	44
2015 Q3	$605K	Buy	7,670 +1,468	+24%	+$124K	0.43%	58
2015 Q2	$598K	Buy	6,202 +501	+9%	+$52.6K	0.46%	45
2015 Q1	$598K	Buy	5,701 +400	+8%	+$42.7K	0.45%	53
2014 Q4	$594K	Buy	+5,301	New	+$602K	0.47%	49

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

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

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

BIT

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

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

BFA

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

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

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

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

EisnerAmper Wealth Management Corporate Benefits's CVX Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Chevron (CVX) in Q4 2015, closing a stake of 7,670 shares — an estimated $605K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in CVX in Q4 2014 and held it in 4 quarters. The position peaked at $605K in Q3 2015. 1,842 funds tracked by Wall St. Rank hold CVX as of Q4 2015.

EisnerAmper Wealth Management Corporate Benefits reported no remaining Chevron position as of Q4 2015 after selling out during the quarter.
EisnerAmper Wealth Management Corporate Benefits sold 7,670 Chevron shares in Q4 2015, an estimated $605K.
EisnerAmper Wealth Management Corporate Benefits first reported a position in Chevron in Q4 2014 and held it in 4 quarters.
EisnerAmper Wealth Management Corporate Benefits's Chevron position peaked at $605K in Q3 2015.
1,842 funds tracked by Wall St. Rank held Chevron as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.