MBE
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Michael B. Elefante’s Chevron CVX Stock Holding History

Michael B. Elefante’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 		$1.61M Sell
14,321
-27,180
-65% -$3.09M 1.76% 23
2014
Q3 		$4.95M Sell
41,501
-600
-1% -$76.6K 2.14% 21
2014
Q2 		$5.5M Buy
42,101
+100
+0.2% +$12.4K 2.29% 17
2014
Q1 		$5M Buy
42,001
+2,965
+8% +$345K 2.16% 19
2013
Q4 		$4.88M Buy
39,036
+2,040
+6% +$247K 2.25% 19
2013
Q3 		$4.5M Buy
36,996
+855
+2% +$105K 2.25% 19
2013
Q2 		$4.28M Buy
+36,141
New +$4.37M 2.32% 18

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Michael B. Elefante's CVX Position: Q4 2014 in Review

Michael B. Elefante reduced its Chevron (CVX) stake by 65% in Q4 2014, selling an estimated $3.09M and leaving 14,321 shares worth $1.61M. The position accounts for 1.76% of the portfolio, ranked #23.

Michael B. Elefante first reported a position in CVX in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.5M in Q2 2014. 1,862 funds tracked by Wall St. Rank hold CVX as of Q4 2014.

  • Michael B. Elefante held 14,321 shares of Chevron worth $1.61M as of Q4 2014.
  • Michael B. Elefante sold 27,180 Chevron shares in Q4 2014, an estimated $3.09M.
  • Chevron made up 1.76% of Michael B. Elefante's portfolio in Q4 2014, its #23 holding.
  • Michael B. Elefante first reported a position in Chevron in Q2 2013 and has held it in 7 quarters since.
  • Michael B. Elefante's Chevron position peaked at $5.5M in Q2 2014.
  • 1,862 funds tracked by Wall St. Rank held Chevron as of Q4 2014.

Based on Michael B. Elefante's 13F filing for Q4 2014, filed 13 Feb 2015.