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Genesis Wealth Advisors’s Chevron CVX Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$212K Buy
2,198
+13
+0.6% +$1.36K 0.17% 65
2015
Q1 		$229K Sell
2,185
-287
-12% -$30.6K 0.19% 59
2014
Q4 		$268K Buy
+2,472
New +$281K 0.21% 54

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Genesis Wealth Advisors's CVX Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Chevron (CVX) stake by 0.59% in Q2 2015, buying an estimated $1.36K and bringing the position to 2,198 shares worth $212K. The position accounts for 0.17% of the portfolio, ranked #65.

Genesis Wealth Advisors first reported a position in CVX in Q4 2014 and has held it in 3 quarters since. The position peaked at $268K in Q4 2014. 1,846 funds tracked by Wall St. Rank hold CVX as of Q2 2015.

  • Genesis Wealth Advisors held 2,198 shares of Chevron worth $212K as of Q2 2015.
  • Genesis Wealth Advisors bought 13 Chevron shares in Q2 2015, an estimated $1.36K.
  • Chevron made up 0.17% of Genesis Wealth Advisors's portfolio in Q2 2015, its #65 holding.
  • Genesis Wealth Advisors first reported a position in Chevron in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Chevron position peaked at $268K in Q4 2014.
  • 1,846 funds tracked by Wall St. Rank held Chevron as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.