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Mariner Wealth Advisors (Madison)’s Chevron CVX Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$124K Buy
1,021
+21
+2% +$2.58K 0.05% 62
2013
Q2 		$118K Buy
+1,000
New +$121K 0.05% 61

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s CVX Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) increased its Chevron (CVX) stake by 2.1% in Q3 2013, buying an estimated $2.58K and bringing the position to 1,021 shares worth $124K. The position accounts for 0.05% of the portfolio, ranked #62.

Mariner Wealth Advisors (Madison) first reported a position in CVX in Q2 2013 and has held it in 2 quarters since. 1,666 funds tracked by Wall St. Rank hold CVX as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,021 shares of Chevron worth $124K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) bought 21 Chevron shares in Q3 2013, an estimated $2.58K.
  • Chevron made up 0.05% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #62 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Chevron in Q2 2013 and has held it in 2 quarters since.
  • 1,666 funds tracked by Wall St. Rank held Chevron as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.