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

Mariner Wealth Advisors (NYC)’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 Q1	$224K	Buy	+2,130	New	+$227K	0.11%	51

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

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

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

Mariner Wealth Advisors (NYC)'s CVX Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Chevron (CVX) in Q1 2015: 2,130 shares worth $224K. The stake represents 0.11% of the portfolio and ranks #51 among its holdings.

1,836 funds tracked by Wall St. Rank hold CVX as of Q1 2015.

Mariner Wealth Advisors (NYC) held 2,130 shares of Chevron worth $224K as of Q1 2015.
Chevron was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Chevron made up 0.11% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #51 holding.
1,836 funds tracked by Wall St. Rank held Chevron as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.