INR Advisory Services’s Chevron CVX Stock Holding History

INR Advisory Services’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
2014 Q1	–	Sell	-100	Closed	-$12K	–	52
2013 Q4	$12K	Buy	+100	New	+$12.1K	﹤0.01%	45

Other funds holding CVX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 World Investors Los Angeles, California $733B AUM 35.63% 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

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

INR Advisory Services's CVX Position: Q1 2014 in Review

INR Advisory Services sold out of Chevron (CVX) in Q1 2014, closing a stake of 100 shares — an estimated $12K sold.

INR Advisory Services first reported a position in CVX in Q4 2013 and held it in 1 quarter. The position peaked at $12K in Q4 2013. 1,766 funds tracked by Wall St. Rank hold CVX as of Q1 2014.

INR Advisory Services reported no remaining Chevron position as of Q1 2014 after selling out during the quarter.
INR Advisory Services sold 100 Chevron shares in Q1 2014, an estimated $12K.
INR Advisory Services first reported a position in Chevron in Q4 2013 and held it in 1 quarter.
INR Advisory Services's Chevron position peaked at $12K in Q4 2013.
1,766 funds tracked by Wall St. Rank held Chevron as of Q1 2014.

Based on INR Advisory Services's 13F filing for Q1 2014, filed 14 May 2014.