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JBF Capital’s Chevron CVX Stock Holding History

JBF Capital’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
-58,900
Closed -$7.36M – 102
2013
Q4 		$7.36M Hold
58,900
– – 1.16% 5
2013
Q3 		$7.16M Sell
58,900
-15,000
-20% -$1.84M 1.32% 9
2013
Q2 		$8.74M Buy
+73,900
New +$8.93M 1.6% 8

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JBF Capital's CVX Position: Q1 2014 in Review

JBF Capital sold out of Chevron (CVX) in Q1 2014, closing a stake of 58,900 shares — an estimated $7.36M sold.

JBF Capital first reported a position in CVX in Q2 2013 and held it in 3 quarters. The position peaked at $8.74M in Q2 2013. 1,765 funds tracked by Wall St. Rank hold CVX as of Q1 2014.

  • JBF Capital reported no remaining Chevron position as of Q1 2014 after selling out during the quarter.
  • JBF Capital sold 58,900 Chevron shares in Q1 2014, an estimated $7.36M.
  • JBF Capital first reported a position in Chevron in Q2 2013 and held it in 3 quarters.
  • JBF Capital's Chevron position peaked at $8.74M in Q2 2013.
  • 1,765 funds tracked by Wall St. Rank held Chevron as of Q1 2014.

Based on JBF Capital's 13F filing for Q1 2014, filed 8 May 2014.