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Gary Goldberg Planning Services’s Chevron CVX Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$615K Sell
5,478
-94
-2% -$10.7K 0.26% 57
2014
Q3 		$665K Buy
5,572
+524
+10% +$66.9K 0.28% 58
2014
Q2 		$659K Buy
5,048
+132
+3% +$16.4K 0.29% 56
2014
Q1 		$585K Buy
4,916
+1,327
+37% +$154K 0.29% 55
2013
Q4 		$448K Sell
3,589
-197
-5% -$23.8K 0.26% 56
2013
Q3 		$460K Buy
3,786
+28
+0.7% +$3.44K 0.28% 58
2013
Q2 		$445K Buy
+3,758
New +$454K 0.28% 54

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

Gary Goldberg Planning Services's CVX Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Chevron (CVX) stake by 1.7% in Q4 2014, selling an estimated $10.7K and leaving 5,478 shares worth $615K. The position accounts for 0.26% of the portfolio, ranked #57.

Gary Goldberg Planning Services first reported a position in CVX in Q2 2013 and has held it in 7 quarters since. The position peaked at $665K in Q3 2014. 1,859 funds tracked by Wall St. Rank hold CVX as of Q4 2014.

  • Gary Goldberg Planning Services held 5,478 shares of Chevron worth $615K as of Q4 2014.
  • Gary Goldberg Planning Services sold 94 Chevron shares in Q4 2014, an estimated $10.7K.
  • Chevron made up 0.26% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #57 holding.
  • Gary Goldberg Planning Services first reported a position in Chevron in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Chevron position peaked at $665K in Q3 2014.
  • 1,859 funds tracked by Wall St. Rank held Chevron as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.