KFS
CVX icon

Kissinger Financial Services’s Chevron CVX Stock Holding History

Kissinger Financial Services’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
2016
Q4 		– Sell
-2,409
Closed -$248K – 80
2016
Q3 		$248K Buy
+2,409
New +$246K 0.27% 66

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kissinger Financial Services's CVX Position: Q4 2016 in Review

Kissinger Financial Services sold out of Chevron (CVX) in Q4 2016, closing a stake of 2,409 shares — an estimated $248K sold.

Kissinger Financial Services first reported a position in CVX in Q3 2016 and held it in 1 quarter. The position peaked at $248K in Q3 2016. 1,994 funds tracked by Wall St. Rank hold CVX as of Q4 2016.

  • Kissinger Financial Services reported no remaining Chevron position as of Q4 2016 after selling out during the quarter.
  • Kissinger Financial Services sold 2,409 Chevron shares in Q4 2016, an estimated $248K.
  • Kissinger Financial Services first reported a position in Chevron in Q3 2016 and held it in 1 quarter.
  • Kissinger Financial Services's Chevron position peaked at $248K in Q3 2016.
  • 1,994 funds tracked by Wall St. Rank held Chevron as of Q4 2016.

Based on Kissinger Financial Services's 13F filing for Q4 2016, filed 6 Feb 2017.