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Gyrus Investment Management’s Chevron CVX Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-83,147
Closed -$8.73M – 26
2015
Q1 		$8.73M Sell
83,147
-2,000
-2% -$213K 1.45% 21
2014
Q4 		$9.55M Buy
85,147
+125
+0.1% +$14.2K 1.58% 17
2014
Q3 		$10.1M Buy
85,022
+5,020
+6% +$641K 1.78% 12
2014
Q2 		$10.4M Sell
80,002
-650
-0.8% -$80.9K 1.88% 8
2014
Q1 		$10.6M Sell
80,652
-1,500
-2% -$174K 1.84% 8
2013
Q4 		$10.9M Buy
82,152
+2,625
+3% +$317K 2.28% 6
2013
Q3 		$9.93M Sell
79,527
-300
-0.4% -$36.9K 2.18% 6
2013
Q2 		$9.97M Buy
+79,827
New +$9.65M 2.25% 8

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

Gyrus Investment Management's CVX Position: Q2 2015 in Review

Gyrus Investment Management sold out of Chevron (CVX) in Q2 2015, closing a stake of 83,147 shares — an estimated $8.73M sold.

Gyrus Investment Management first reported a position in CVX in Q2 2013 and held it in 8 quarters. The position peaked at $10.9M in Q4 2013. 1,845 funds tracked by Wall St. Rank hold CVX as of Q2 2015.

  • Gyrus Investment Management reported no remaining Chevron position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 83,147 Chevron shares in Q2 2015, an estimated $8.73M.
  • Gyrus Investment Management first reported a position in Chevron in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Chevron position peaked at $10.9M in Q4 2013.
  • 1,845 funds tracked by Wall St. Rank held Chevron as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.