J.P. Turner & Co Capital Management’s Chevron CVX Stock Holding History

J.P. Turner & Co Capital Management’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	$588K	Sell	7,407 -67	-0.9%	-$5.64K	0.61%	53
2015 Q2	$725K	Buy	7,474 +721	+11%	+$75.7K	0.56%	55
2015 Q1	$705K	Buy	6,753 +829	+14%	+$88.5K	0.65%	51
2014 Q4	$665K	Buy	+5,924	New	+$673K	0.64%	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

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

J.P. Turner & Co Capital Management's CVX Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its Chevron (CVX) stake by 0.9% in Q3 2015, selling an estimated $5.64K and leaving 7,407 shares worth $588K. The position accounts for 0.61% of the portfolio, ranked #53.

J.P. Turner & Co Capital Management first reported a position in CVX in Q4 2014 and has held it in 4 quarters since. The position peaked at $725K in Q2 2015. 1,765 funds tracked by Wall St. Rank hold CVX as of Q3 2015.

J.P. Turner & Co Capital Management held 7,407 shares of Chevron worth $588K as of Q3 2015.
J.P. Turner & Co Capital Management sold 67 Chevron shares in Q3 2015, an estimated $5.64K.
Chevron made up 0.61% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #53 holding.
J.P. Turner & Co Capital Management first reported a position in Chevron in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's Chevron position peaked at $725K in Q2 2015.
1,765 funds tracked by Wall St. Rank held Chevron as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.