JMG Financial Group’s Chevron CVX Stock Holding History

JMG Financial Group’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
2017 Q2	–	Sell	-2,966	Closed	-$318K	–	57
2017 Q1	$318K	Hold	2,966	–	–	0.04%	51
2016 Q4	$349K	Buy	2,966 +138	+5%	+$15K	0.05%	49
2016 Q3	$291K	Hold	2,828	–	–	0.05%	49
2016 Q2	$296K	Hold	2,828	–	–	0.05%	50
2016 Q1	$270K	Hold	2,828	–	–	0.05%	54
2015 Q4	$254K	Hold	2,828	–	–	0.05%	55
2015 Q3	$223K	Hold	2,828	–	–	0.05%	54
2015 Q2	$273K	Buy	2,828 +33	+1%	+$3.46K	0.06%	54
2015 Q1	$293K	Buy	2,795 +96	+4%	+$10.2K	0.07%	53
2014 Q4	$303K	Hold	2,699	–	–	0.08%	53
2014 Q3	$322K	Hold	2,699	–	–	0.09%	51
2014 Q2	$352K	Buy	2,699 +119	+5%	+$14.8K	0.1%	48
2014 Q1	$307K	Hold	2,580	–	–	0.09%	47
2013 Q4	$322K	Hold	2,580	–	–	0.1%	45
2013 Q3	$313K	Sell	2,580 -300	-10%	-$36.9K	0.1%	44
2013 Q2	$341K	Buy	+2,880	New	+$348K	0.12%	42

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JMG Financial Group's CVX Position: Q2 2017 in Review

JMG Financial Group sold out of Chevron (CVX) in Q2 2017, closing a stake of 2,966 shares — an estimated $318K sold.

JMG Financial Group first reported a position in CVX in Q2 2013 and held it in 16 quarters. The position peaked at $352K in Q2 2014. 1,981 funds tracked by Wall St. Rank hold CVX as of Q2 2017.

JMG Financial Group reported no remaining Chevron position as of Q2 2017 after selling out during the quarter.
JMG Financial Group sold 2,966 Chevron shares in Q2 2017, an estimated $318K.
JMG Financial Group first reported a position in Chevron in Q2 2013 and held it in 16 quarters.
JMG Financial Group's Chevron position peaked at $352K in Q2 2014.
1,981 funds tracked by Wall St. Rank held Chevron as of Q2 2017.

Based on JMG Financial Group's 13F filing for Q2 2017, filed 19 Jul 2017.