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Independent Portfolio Consultants’s Chevron CVX Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$1.27M Sell
12,198
-2,769
-19% -$293K 0.53% 33
2017
Q1 		$1.61M Sell
14,967
-2,831
-16% -$318K 0.55% 29
2016
Q4 		$2.1M Buy
17,798
+452
+3% +$49.2K 0.69% 16
2016
Q3 		$1.78M Buy
17,346
+540
+3% +$55.1K 0.56% 31
2016
Q2 		$1.76M Sell
16,806
-467
-3% -$47K 0.55% 35
2016
Q1 		$1.65M Buy
17,273
+3,149
+22% +$275K 0.46% 54
2015
Q4 		$1.27M Sell
14,124
-2,390
-14% -$216K 0.38% 80
2015
Q3 		$1.3M Buy
16,514
+2,395
+17% +$202K 0.28% 111
2015
Q2 		$1.36M Buy
14,119
+370
+3% +$38.9K 0.27% 132
2015
Q1 		$1.44M Sell
13,749
-15
-0.1% -$1.6K 0.3% 120
2014
Q4 		$1.54M Buy
13,764
+2,056
+18% +$234K 0.31% 113
2014
Q3 		$1.4M Buy
11,708
+1,427
+14% +$182K 0.38% 59
2014
Q2 		$1.34M Sell
10,281
-292
-3% -$36.3K 0.38% 53
2014
Q1 		$1.26M Buy
10,573
+569
+6% +$66.2K 0.4% 54
2013
Q4 		$1.25M Buy
10,004
+1,620
+19% +$196K 0.44% 44
2013
Q3 		$1.02M Buy
8,384
+530
+7% +$65.1K 0.41% 50
2013
Q2 		$929K Buy
+7,854
New +$949K 0.42% 43

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Independent Portfolio Consultants's CVX Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Chevron (CVX) stake by 19% in Q2 2017, selling an estimated $293K and leaving 12,198 shares worth $1.27M. The position accounts for 0.53% of the portfolio, ranked #33.

Independent Portfolio Consultants first reported a position in CVX in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.1M in Q4 2016. 1,982 funds tracked by Wall St. Rank hold CVX as of Q2 2017.

  • Independent Portfolio Consultants held 12,198 shares of Chevron worth $1.27M as of Q2 2017.
  • Independent Portfolio Consultants sold 2,769 Chevron shares in Q2 2017, an estimated $293K.
  • Chevron made up 0.53% of Independent Portfolio Consultants's portfolio in Q2 2017, its #33 holding.
  • Independent Portfolio Consultants first reported a position in Chevron in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Chevron position peaked at $2.1M in Q4 2016.
  • 1,982 funds tracked by Wall St. Rank held Chevron as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.