Investors Capital Advisory Services’s Chevron CVX Stock Holding History

Investors Capital 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
2016 Q2	$1.87M	Buy	17,811 +99	+0.6%	+$9.96K	0.36%	61
2016 Q1	$1.69M	Buy	17,712 +2,115	+14%	+$185K	0.34%	72
2015 Q4	$1.4M	Sell	15,597 -4,475	-22%	-$404K	0.27%	85
2015 Q3	$1.58M	Sell	20,072 -62	-0.3%	-$5.22K	0.32%	63
2015 Q2	$1.94M	Buy	20,134 +3,187	+19%	+$335K	0.36%	54
2015 Q1	$1.78M	Buy	16,947 +2,240	+15%	+$239K	0.33%	61
2014 Q4	$1.65M	Buy	14,707 +2,450	+20%	+$278K	0.31%	67
2014 Q3	$1.46M	Sell	12,257 -2,181	-15%	-$278K	0.29%	83
2014 Q2	$1.88M	Buy	14,438 +1,283	+10%	+$160K	0.3%	80
2014 Q1	$1.56M	Sell	13,155 -360	-3%	-$41.9K	0.34%	59
2013 Q4	$1.69M	Sell	13,515 -68	-0.5%	-$8.22K	0.39%	45
2013 Q3	$1.65M	Buy	13,583 +334	+3%	+$41.1K	0.43%	53
2013 Q2	$1.57M	Buy	+13,249	New	+$1.6M	0.48%	44

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

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

BIT

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

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

Investors Capital Advisory Services's CVX Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Chevron (CVX) stake by 0.56% in Q2 2016, buying an estimated $9.96K and bringing the position to 17,811 shares worth $1.87M. The position accounts for 0.36% of the portfolio, ranked #61.

Investors Capital Advisory Services first reported a position in CVX in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.94M in Q2 2015. 1,880 funds tracked by Wall St. Rank hold CVX as of Q2 2016.

Investors Capital Advisory Services held 17,811 shares of Chevron worth $1.87M as of Q2 2016.
Investors Capital Advisory Services bought 99 Chevron shares in Q2 2016, an estimated $9.96K.
Chevron made up 0.36% of Investors Capital Advisory Services's portfolio in Q2 2016, its #61 holding.
Investors Capital Advisory Services first reported a position in Chevron in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Chevron position peaked at $1.94M in Q2 2015.
1,880 funds tracked by Wall St. Rank held Chevron as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.