Forester Capital Management’s Chevron CVX Stock Holding History

Forester Capital Management’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 Q2	$847K	Sell	8,114 -3,194	-28%	-$338K	1.2%	25
2017 Q1	$1.21M	Sell	11,308 -12,600	-53%	-$1.41M	1.47%	25
2016 Q4	$2.81M	Sell	23,908 -937	-4%	-$102K	2.93%	20
2016 Q3	$2.56M	Buy	24,845 +2,980	+14%	+$304K	2.4%	20
2016 Q2	$2.29M	Buy	21,865 +370	+2%	+$37.2K	2.13%	25
2016 Q1	$2.26M	Sell	21,495 -3,685	-15%	-$322K	2.11%	24
2015 Q4	$2.27M	Sell	25,180 -7,145	-22%	-$644K	2.05%	24
2015 Q3	$2.55M	Sell	32,325 -2,710	-8%	-$228K	2.35%	23
2015 Q2	$3.38M	Buy	35,035 +1,711	+5%	+$180K	2.74%	18
2015 Q1	$3.5M	Buy	33,324 +370	+1%	+$39.5K	2.8%	19
2014 Q4	$3.7M	Sell	32,954 -3,880	-11%	-$441K	2.79%	19
2014 Q3	$4.39M	Buy	36,834 +90	+0.2%	+$11.5K	3.43%	13
2014 Q2	$4.8M	Hold	36,744	–	–	3.76%	9
2014 Q1	$4.37M	Buy	+36,744	New	+$4.27M	3.39%	17
2013 Q4	–	Sell	-44,154	Closed	-$5.37M	–	51
2013 Q3	$5.37M	Buy	44,154 +10	+0%	+$1.23K	4.26%	6
2013 Q2	$5.22M	Buy	+44,144	New	+$5.34M	4.19%	7

Other funds holding CVX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Capital World Investors

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

Fidelity Investments

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 New York Mellon

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

Bank of America

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

Norges Bank Oslo, Norway $935B AUM