Gupta Wealth Management’s Chevron CVX Stock Holding History

Gupta Wealth Management’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
2016 Q1	$433K	Buy	4,543 +1,389	+44%	+$121K	0.1%	151
2015 Q4	$284K	Sell	3,154 -573	-15%	-$51.7K	0.07%	197
2015 Q3	$294K	Buy	3,727 +1,236	+50%	+$104K	0.07%	188
2015 Q2	$240K	Buy	2,491 +801	+47%	+$84.1K	0.06%	229
2015 Q1	$177K	Buy	+1,690	New	+$180K	0.05%	236

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gupta Wealth Management's CVX Position: Q1 2016 in Review

Gupta Wealth Management increased its Chevron (CVX) stake by 44% in Q1 2016, buying an estimated $121K and bringing the position to 4,543 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #151.

Gupta Wealth Management first reported a position in CVX in Q1 2015 and has held it in 5 quarters since. 1,848 funds tracked by Wall St. Rank hold CVX as of Q1 2016.

Gupta Wealth Management held 4,543 shares of Chevron worth $433K as of Q1 2016.
Gupta Wealth Management bought 1,389 Chevron shares in Q1 2016, an estimated $121K.
Chevron made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #151 holding.
Gupta Wealth Management first reported a position in Chevron in Q1 2015 and has held it in 5 quarters since.
1,848 funds tracked by Wall St. Rank held Chevron as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.