KIG
CVX icon

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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