Kovitz Investment Group’s Chevron CVX Stock Holding History

Kovitz Investment 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
2015 Q4	$967K	Sell	10,746 -400	-4%	-$36.1K	0.06%	83
2015 Q3	$879K	Sell	11,146 -630	-5%	-$53K	0.05%	69
2015 Q2	$1.14M	Sell	11,776 -200	-2%	-$21K	0.06%	68
2015 Q1	$1.26M	Buy	11,976 +50	+0.4%	+$5.34K	0.07%	65
2014 Q4	$1.34M	Sell	11,926 -1,786	-13%	-$203K	0.07%	69
2014 Q3	$1.64M	Buy	13,712 +2,105	+18%	+$269K	0.08%	61
2014 Q2	$1.51M	Buy	11,607 +943	+9%	+$117K	0.08%	65
2014 Q1	$1.27M	Sell	10,664 -443	-4%	-$51.5K	0.07%	69
2013 Q4	$1.39M	Buy	11,107 +110	+1%	+$13.3K	0.06%	69
2013 Q3	$1.34M	Sell	10,997 -1,637	-13%	-$201K	0.06%	67
2013 Q2	$1.5M	Buy	+12,634	New	+$1.53M	0.08%	65

Other funds holding CVX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group's CVX Position: Q4 2015 in Review

Kovitz Investment Group reduced its Chevron (CVX) stake by 3.6% in Q4 2015, selling an estimated $36.1K and leaving 10,746 shares worth $967K. The position accounts for 0.06% of the portfolio, ranked #83.

Kovitz Investment Group first reported a position in CVX in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2014. 1,843 funds tracked by Wall St. Rank hold CVX as of Q4 2015.

Kovitz Investment Group held 10,746 shares of Chevron worth $967K as of Q4 2015.
Kovitz Investment Group sold 400 Chevron shares in Q4 2015, an estimated $36.1K.
Chevron made up 0.06% of Kovitz Investment Group's portfolio in Q4 2015, its #83 holding.
Kovitz Investment Group first reported a position in Chevron in Q2 2013 and has held it in 11 quarters since.
Kovitz Investment Group's Chevron position peaked at $1.64M in Q3 2014.
1,843 funds tracked by Wall St. Rank held Chevron as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.