FinTrust Investment Advisory Services’s Chevron CVX Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$963K	Buy	8,443 +88	+1%	+$10.5K	0.88%	20
2017 Q4	$1.05M	Buy	8,355 +318	+4%	+$37.7K	0.92%	21
2017 Q3	$944K	Buy	+8,037	New	+$877K	0.91%	20
2013 Q3	$581K	Sell	4,781 -658	-12%	-$80.9K	1.19%	20
2013 Q2	$644K	Buy	+5,439	New	+$657K	1.11%	20

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FinTrust Investment Advisory Services's CVX Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Chevron (CVX) stake by 1.1% in Q1 2018, buying an estimated $10.5K and bringing the position to 8,443 shares worth $963K. The position accounts for 0.88% of the portfolio, ranked #20.

FinTrust Investment Advisory Services first reported a position in CVX in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.05M in Q4 2017. 2,211 funds tracked by Wall St. Rank hold CVX as of Q1 2018.

FinTrust Investment Advisory Services held 8,443 shares of Chevron worth $963K as of Q1 2018.
FinTrust Investment Advisory Services bought 88 Chevron shares in Q1 2018, an estimated $10.5K.
Chevron made up 0.88% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #20 holding.
FinTrust Investment Advisory Services first reported a position in Chevron in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's Chevron position peaked at $1.05M in Q4 2017.
2,211 funds tracked by Wall St. Rank held Chevron as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.