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King Investment Advisors’s Chevron CVX Stock Holding History

King Investment Advisors’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
Q2 		– Sell
-2,220
Closed -$232K – 67
2015
Q1 		$232K Buy
+2,220
New +$237K 0.11% 99
2014
Q4 		– Sell
-1,780
Closed -$212K – 113
2014
Q3 		$212K Hold
1,780
– – 0.1% 100
2014
Q2 		$232K Sell
1,780
-36
-2% -$4.48K 0.1% 103
2014
Q1 		$216K Sell
1,816
-60
-3% -$6.98K 0.1% 105
2013
Q4 		$234K Hold
1,876
– – 0.11% 110
2013
Q3 		$228K Hold
1,876
– – 0.1% 119
2013
Q2 		$222K Buy
+1,876
New +$227K 0.09% 104

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

King Investment Advisors's CVX Position: Q2 2015 in Review

King Investment Advisors sold out of Chevron (CVX) in Q2 2015, closing a stake of 2,220 shares — an estimated $232K sold.

King Investment Advisors first reported a position in CVX in Q2 2013 and held it in 7 quarters. The position peaked at $234K in Q4 2013. 1,846 funds tracked by Wall St. Rank hold CVX as of Q2 2015.

  • King Investment Advisors reported no remaining Chevron position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 2,220 Chevron shares in Q2 2015, an estimated $232K.
  • King Investment Advisors first reported a position in Chevron in Q2 2013 and held it in 7 quarters.
  • King Investment Advisors's Chevron position peaked at $234K in Q4 2013.
  • 1,846 funds tracked by Wall St. Rank held Chevron as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.