FCM Investments’s Chevron CVX Stock Holding History

FCM Investments’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 Q3	–	Sell	-9,711	Closed	-$1.01M	–	37
2017 Q2	$1.01M	Sell	9,711 -2,400	-20%	-$254K	0.77%	21
2017 Q1	$1.3M	Sell	12,111 -2,000	-14%	-$224K	0.82%	25
2016 Q4	$1.66M	Hold	14,111	–	–	1.01%	20
2016 Q3	$1.45M	Buy	14,111 +4,804	+52%	+$491K	0.81%	29
2016 Q2	$976K	Buy	9,307 +207	+2%	+$20.8K	0.58%	36
2016 Q1	$868K	Buy	9,100 +8,100	+810%	+$708K	0.46%	33
2015 Q4	$90K	Sell	1,000 -80	-7%	-$7.21K	0.05%	75
2015 Q3	$85K	Sell	1,080 -200	-16%	-$16.8K	0.04%	72
2015 Q2	$123K	Hold	1,280	–	–	0.06%	68
2015 Q1	$134K	Hold	1,280	–	–	0.06%	66
2014 Q4	$144K	Hold	1,280	–	–	0.07%	63
2014 Q3	$153K	Hold	1,280	–	–	0.07%	60
2014 Q2	$167K	Hold	1,280	–	–	0.08%	65
2014 Q1	$152K	Sell	1,280 -200	-14%	-$23.3K	0.06%	65
2013 Q4	$185K	Hold	1,480	–	–	0.08%	64
2013 Q3	$180K	Hold	1,480	–	–	0.07%	61
2013 Q2	$175K	Buy	+1,480	New	+$179K	0.08%	63

Other funds holding CVX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM Investments's CVX Position: Q3 2017 in Review

FCM Investments sold out of Chevron (CVX) in Q3 2017, closing a stake of 9,711 shares — an estimated $1.01M sold.

FCM Investments first reported a position in CVX in Q2 2013 and held it in 17 quarters. The position peaked at $1.66M in Q4 2016. 2,002 funds tracked by Wall St. Rank hold CVX as of Q3 2017.

FCM Investments reported no remaining Chevron position as of Q3 2017 after selling out during the quarter.
FCM Investments sold 9,711 Chevron shares in Q3 2017, an estimated $1.01M.
FCM Investments first reported a position in Chevron in Q2 2013 and held it in 17 quarters.
FCM Investments's Chevron position peaked at $1.66M in Q4 2016.
2,002 funds tracked by Wall St. Rank held Chevron as of Q3 2017.

Based on FCM Investments's 13F filing for Q3 2017, filed 17 Oct 2017.