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Fusion Investment Group’s Chevron CVX Stock Holding History

Fusion Investment Group’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 		– Sell
-206
Closed -$25K – 122
2014
Q3 		$25K Hold
206
– – 0.02% 133
2014
Q2 		$27K Hold
206
– – 0.02% 147
2014
Q1 		$27K Hold
206
– – 0.03% 151
2013
Q4 		$25K Buy
+206
New +$24.9K 0.02% 166

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fusion Investment Group's CVX Position: Q4 2014 in Review

Fusion Investment Group sold out of Chevron (CVX) in Q4 2014, closing a stake of 206 shares — an estimated $25K sold.

Fusion Investment Group first reported a position in CVX in Q4 2013 and held it in 4 quarters. The position peaked at $27K in Q2 2014. 1,861 funds tracked by Wall St. Rank hold CVX as of Q4 2014.

  • Fusion Investment Group reported no remaining Chevron position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 206 Chevron shares in Q4 2014, an estimated $25K.
  • Fusion Investment Group first reported a position in Chevron in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's Chevron position peaked at $27K in Q2 2014.
  • 1,861 funds tracked by Wall St. Rank held Chevron as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.