Hefty Wealth Partners’s Chevron CVX Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$43K	Hold	377	–	–	0.03%	149
2017 Q4	$47K	Sell	377 -29	-7%	-$3.44K	0.03%	146
2017 Q3	$48K	Hold	406	–	–	0.03%	138
2017 Q2	$42K	Buy	406 +66	+19%	+$6.99K	0.03%	132
2017 Q1	$36K	Hold	340	–	–	0.03%	137
2016 Q4	$40K	Hold	340	–	–	0.03%	127
2016 Q3	$34K	Buy	340 +311	+1,072%	+$31.8K	0.03%	142
2016 Q2	$3K	Hold	29	–	–	﹤0.01%	184
2016 Q1	$2K	Hold	29	–	–	﹤0.01%	203
2015 Q4	$2K	Buy	+29	New	+$2.62K	﹤0.01%	190

Other funds holding CVX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hefty Wealth Partners's CVX Position: Q1 2018 in Review

Hefty Wealth Partners held its Chevron (CVX) position steady in Q1 2018 at 377 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #149.

Hefty Wealth Partners first reported a position in CVX in Q4 2015 and has held it in 10 quarters since. The position peaked at $48K in Q3 2017. 2,211 funds tracked by Wall St. Rank hold CVX as of Q1 2018.

Hefty Wealth Partners held 377 shares of Chevron worth $43K as of Q1 2018.
Hefty Wealth Partners left its Chevron share count unchanged in Q1 2018.
Chevron made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #149 holding.
Hefty Wealth Partners first reported a position in Chevron in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Chevron position peaked at $48K in Q3 2017.
2,211 funds tracked by Wall St. Rank held Chevron as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.