Index Management Solutions’s Chevron CVX Stock Holding History

Index Management Solutions’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 Q3	$16K	Sell	206 -533	-72%	-$44.9K	0.02%	455
2015 Q2	$71K	Buy	739 +127	+21%	+$13.3K	0.07%	150
2015 Q1	$64K	Sell	612 -499	-45%	-$53.3K	0.05%	96
2014 Q4	$125K	Sell	1,111 -9,901	-90%	-$1.12M	0.02%	250
2014 Q3	$1.31M	Buy	11,012 +2,963	+37%	+$378K	0.15%	119
2014 Q2	$1.05M	Buy	8,049 +4,749	+144%	+$591K	0.13%	137
2014 Q1	$392K	Buy	3,300 +2,724	+473%	+$317K	0.06%	216
2013 Q4	$72K	Buy	576 +142	+33%	+$17.2K	0.02%	329
2013 Q3	$53K	Buy	+434	New	+$53.3K	0.02%	422

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Index Management Solutions's CVX Position: Q3 2015 in Review

Index Management Solutions reduced its Chevron (CVX) stake by 72% in Q3 2015, selling an estimated $44.9K and leaving 206 shares worth $16K. The position accounts for 0.02% of the portfolio, ranked #455.

Index Management Solutions first reported a position in CVX in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2014. 1,765 funds tracked by Wall St. Rank hold CVX as of Q3 2015.

Index Management Solutions held 206 shares of Chevron worth $16K as of Q3 2015.
Index Management Solutions sold 533 Chevron shares in Q3 2015, an estimated $44.9K.
Chevron made up 0.02% of Index Management Solutions's portfolio in Q3 2015, its #455 holding.
Index Management Solutions first reported a position in Chevron in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Chevron position peaked at $1.31M in Q3 2014.
1,765 funds tracked by Wall St. Rank held Chevron as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.