Kelman-Lazarov Inc’s Chevron CVX Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-450	Closed	-$53K	–	135
2016 Q4	$53K	Hold	450	–	–	0.03%	157
2016 Q3	$45.6K	Hold	450	–	–	0.03%	186
2016 Q2	$46.9K	Hold	450	–	–	0.03%	177
2016 Q1	$42K	Buy	+450	New	+$39.4K	0.02%	196

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

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

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

Kelman-Lazarov Inc's CVX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Chevron (CVX) in Q1 2017, closing a stake of 450 shares — an estimated $53K sold.

Kelman-Lazarov Inc first reported a position in CVX in Q1 2016 and held it in 4 quarters. The position peaked at $53K in Q4 2016. 2,014 funds tracked by Wall St. Rank hold CVX as of Q1 2017.

Kelman-Lazarov Inc reported no remaining Chevron position as of Q1 2017 after selling out during the quarter.
Kelman-Lazarov Inc sold 450 Chevron shares in Q1 2017, an estimated $53K.
Kelman-Lazarov Inc first reported a position in Chevron in Q1 2016 and held it in 4 quarters.
Kelman-Lazarov Inc's Chevron position peaked at $53K in Q4 2016.
2,014 funds tracked by Wall St. Rank held Chevron as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.