Independent Order of Foresters’s Chevron CVX Stock Holding History

Independent Order of Foresters’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 Q4	–	Sell	-790	Closed	-$97K	–	25
2018 Q3	$97K	Sell	790 -1,430	-64%	-$173K	0.09%	26
2018 Q2	$281K	Hold	2,220	–	–	0.4%	11
2018 Q1	$253K	Sell	2,220 -10	-0.4%	-$1.2K	0.23%	71
2017 Q4	$279K	Sell	2,230 -950	-30%	-$113K	0.25%	70
2017 Q3	$374K	Hold	3,180	–	–	0.31%	66
2017 Q2	$332K	Sell	3,180 -320	-9%	-$33.9K	0.28%	66
2017 Q1	$376K	Sell	3,500 -910	-21%	-$102K	0.32%	66
2016 Q4	$519K	Sell	4,410 -1,010	-19%	-$110K	0.44%	50
2016 Q3	$558K	Hold	5,420	–	–	0.46%	51
2016 Q2	$568K	Hold	5,420	–	–	0.42%	48
2016 Q1	$517K	Hold	5,420	–	–	0.39%	50
2015 Q4	$487K	Sell	5,420 -630	-10%	-$56.8K	0.38%	50
2015 Q3	$477K	Hold	6,050	–	–	0.41%	52
2015 Q2	$583K	Buy	6,050 +500	+9%	+$52.5K	0.55%	47
2015 Q1	$583K	Buy	5,550 +1,300	+31%	+$139K	0.54%	47
2014 Q4	$477K	Sell	4,250 -800	-16%	-$90.9K	0.49%	55
2014 Q3	$603K	Hold	5,050	–	–	0.6%	42
2014 Q2	$659K	Buy	5,050 +400	+9%	+$49.8K	0.59%	41
2014 Q1	$553K	Sell	4,650 -600	-11%	-$69.8K	0.51%	48
2013 Q4	$656K	Hold	5,250	–	–	0.65%	40
2013 Q3	$638K	Hold	5,250	–	–	0.63%	43
2013 Q2	$621K	Buy	+5,250	New	+$635K	0.63%	42

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Order of Foresters's CVX Position: Q4 2018 in Review

Independent Order of Foresters sold out of Chevron (CVX) in Q4 2018, closing a stake of 790 shares — an estimated $97K sold.

Independent Order of Foresters first reported a position in CVX in Q2 2013 and held it in 22 quarters. The position peaked at $659K in Q2 2014. 2,331 funds tracked by Wall St. Rank hold CVX as of Q4 2018.

Independent Order of Foresters reported no remaining Chevron position as of Q4 2018 after selling out during the quarter.
Independent Order of Foresters sold 790 Chevron shares in Q4 2018, an estimated $97K.
Independent Order of Foresters first reported a position in Chevron in Q2 2013 and held it in 22 quarters.
Independent Order of Foresters's Chevron position peaked at $659K in Q2 2014.
2,331 funds tracked by Wall St. Rank held Chevron as of Q4 2018.

Based on Independent Order of Foresters's 13F filing for Q4 2018, filed 14 Feb 2019.