Fiduciary Services Corp’s Chevron CVX Stock Holding History

Fiduciary Services Corp’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 Q1	$3.69M	Buy	35,129 +259	+0.7%	+$27.6K	1.21%	25
2014 Q4	$3.91M	Buy	34,870 +1,552	+5%	+$176K	1.35%	20
2014 Q3	$3.98M	Sell	33,318 -1,559	-4%	-$199K	1.46%	16
2014 Q2	$4.55M	Sell	34,877 -871	-2%	-$108K	1.71%	11
2014 Q1	$4.25M	Sell	35,748 -2,108	-6%	-$245K	1.69%	12
2013 Q4	$4.73M	Sell	37,856 -1,626	-4%	-$197K	1.89%	9
2013 Q3	$4.8M	Sell	39,482 -342	-0.9%	-$42K	2.12%	8
2013 Q2	$4.71M	Buy	+39,824	New	+$4.81M	2.09%	7

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Fiduciary Services Corp's CVX Position: Q1 2015 in Review

Fiduciary Services Corp increased its Chevron (CVX) stake by 0.74% in Q1 2015, buying an estimated $27.6K and bringing the position to 35,129 shares worth $3.69M. The position accounts for 1.21% of the portfolio, ranked #25.

Fiduciary Services Corp first reported a position in CVX in Q2 2013 and has held it in 8 quarters since. The position peaked at $4.8M in Q3 2013. 1,835 funds tracked by Wall St. Rank hold CVX as of Q1 2015.

Fiduciary Services Corp held 35,129 shares of Chevron worth $3.69M as of Q1 2015.
Fiduciary Services Corp bought 259 Chevron shares in Q1 2015, an estimated $27.6K.
Chevron made up 1.21% of Fiduciary Services Corp's portfolio in Q1 2015, its #25 holding.
Fiduciary Services Corp first reported a position in Chevron in Q2 2013 and has held it in 8 quarters since.
Fiduciary Services Corp's Chevron position peaked at $4.8M in Q3 2013.
1,835 funds tracked by Wall St. Rank held Chevron as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.