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Founders Bank & Trust’s Chevron CVX Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$737K Buy
6,575
+107
+2% +$12.2K 0.39% 42
2014
Q3 		$772K Buy
6,468
+283
+5% +$36.1K 0.43% 38
2014
Q2 		$807K Sell
6,185
-43
-0.7% -$5.35K 0.45% 41
2014
Q1 		$741K Buy
6,228
+711
+13% +$82.7K 0.43% 42
2013
Q4 		$604K Buy
5,517
+709
+15% +$85.7K 0.35% 46
2013
Q3 		$584K Buy
4,808
+305
+7% +$37.5K 0.3% 44
2013
Q2 		$533K Buy
+4,503
New +$544K 0.29% 47

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Founders Bank & Trust's CVX Position: Q4 2014 in Review

Founders Bank & Trust increased its Chevron (CVX) stake by 1.7% in Q4 2014, buying an estimated $12.2K and bringing the position to 6,575 shares worth $737K. The position accounts for 0.39% of the portfolio, ranked #42.

Founders Bank & Trust first reported a position in CVX in Q2 2013 and has held it in 7 quarters since. The position peaked at $807K in Q2 2014. 1,862 funds tracked by Wall St. Rank hold CVX as of Q4 2014.

  • Founders Bank & Trust held 6,575 shares of Chevron worth $737K as of Q4 2014.
  • Founders Bank & Trust bought 107 Chevron shares in Q4 2014, an estimated $12.2K.
  • Chevron made up 0.39% of Founders Bank & Trust's portfolio in Q4 2014, its #42 holding.
  • Founders Bank & Trust first reported a position in Chevron in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Chevron position peaked at $807K in Q2 2014.
  • 1,862 funds tracked by Wall St. Rank held Chevron as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.