Guardian Investor Services’s Chevron CVX Stock Holding History

Guardian Investor 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
2015 Q1	$1.36M	Sell	12,985 -95	-0.7%	-$10.1K	1.08%	13
2014 Q4	$1.47M	Sell	13,080 -390	-3%	-$44.3K	1.16%	11
2014 Q3	$1.61M	Sell	13,470 -731	-5%	-$93.3K	1.29%	10
2014 Q2	$1.85M	Sell	14,201 -629	-4%	-$78.3K	1.42%	8
2014 Q1	$1.76M	Sell	14,830 -654	-4%	-$76.1K	1.37%	8
2013 Q4	$1.93M	Sell	15,484 -50	-0.3%	-$6.04K	1.47%	7
2013 Q3	$1.89M	Sell	15,534 -247	-2%	-$30.4K	1.57%	6
2013 Q2	$1.87M	Buy	+15,781	New	+$1.91M	1.6%	7

Other funds holding CVX

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Guardian Investor Services's CVX Position: Q1 2015 in Review

Guardian Investor Services reduced its Chevron (CVX) stake by 0.73% in Q1 2015, selling an estimated $10.1K and leaving 12,985 shares worth $1.36M. The position accounts for 1.08% of the portfolio, ranked #13.

Guardian Investor Services first reported a position in CVX in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.93M in Q4 2013. 1,836 funds tracked by Wall St. Rank hold CVX as of Q1 2015.

Guardian Investor Services held 12,985 shares of Chevron worth $1.36M as of Q1 2015.
Guardian Investor Services sold 95 Chevron shares in Q1 2015, an estimated $10.1K.
Chevron made up 1.08% of Guardian Investor Services's portfolio in Q1 2015, its #13 holding.
Guardian Investor Services first reported a position in Chevron in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Chevron position peaked at $1.93M in Q4 2013.
1,836 funds tracked by Wall St. Rank held Chevron as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.