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Haber Trilix Advisors’s Chevron CVX Stock Holding History

Haber Trilix 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
2013
Q2 		$193K Buy
+1,628
New +$197K 0.02% 116

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Haber Trilix Advisors's CVX Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Chevron (CVX) in Q2 2013: 1,628 shares worth $193K. The stake represents 0.02% of the portfolio and ranks #116 among its holdings.

1,654 funds tracked by Wall St. Rank hold CVX as of Q2 2013.

  • Haber Trilix Advisors held 1,628 shares of Chevron worth $193K as of Q2 2013.
  • Chevron was a new Haber Trilix Advisors position in Q2 2013.
  • Chevron made up 0.02% of Haber Trilix Advisors's portfolio in Q2 2013, its #116 holding.
  • 1,654 funds tracked by Wall St. Rank held Chevron as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.