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Martin Investment Management’s Chevron CVX Stock Holding History

Martin Investment Management’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
2014
Q4 		– Sell
-121,351
Closed -$14.5M – 47
2014
Q3 		$14.5M Sell
121,351
-7,364
-6% -$940K 2.56% 24
2014
Q2 		$16.8M Buy
128,715
+1,364
+1% +$170K 3.02% 21
2014
Q1 		$15.1M Buy
127,351
+8,029
+7% +$934K 2.88% 22
2013
Q4 		$14.9M Buy
119,322
+4,392
+4% +$531K 2.75% 23
2013
Q3 		$14M Sell
114,930
-24
-0% -$2.95K 3.03% 23
2013
Q2 		$13.6M Buy
+114,954
New +$13.9M 3.22% 22

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Martin Investment Management's CVX Position: Q4 2014 in Review

Martin Investment Management sold out of Chevron (CVX) in Q4 2014, closing a stake of 121,351 shares — an estimated $14.5M sold.

Martin Investment Management first reported a position in CVX in Q2 2013 and held it in 6 quarters. The position peaked at $16.8M in Q2 2014. 1,860 funds tracked by Wall St. Rank hold CVX as of Q4 2014.

  • Martin Investment Management reported no remaining Chevron position as of Q4 2014 after selling out during the quarter.
  • Martin Investment Management sold 121,351 Chevron shares in Q4 2014, an estimated $14.5M.
  • Martin Investment Management first reported a position in Chevron in Q2 2013 and held it in 6 quarters.
  • Martin Investment Management's Chevron position peaked at $16.8M in Q2 2014.
  • 1,860 funds tracked by Wall St. Rank held Chevron as of Q4 2014.

Based on Martin Investment Management's 13F filing for Q4 2014, filed 12 Feb 2015.