MM
CVX icon

Midas Management’s Chevron CVX Stock Holding History

Midas 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
-17,900
Closed -$2.14M – 142
2014
Q3 		$2.14M Buy
17,900
+2,900
+19% +$370K 1.19% 16
2014
Q2 		$1.96M Sell
15,000
-2,900
-16% -$361K 1.26% 18
2014
Q1 		$2.13M Hold
17,900
– – 0.99% 21
2013
Q4 		$2.24M Buy
17,900
+7,800
+77% +$943K 1.05% 15
2013
Q3 		$1.23M Hold
10,100
– – 0.78% 47
2013
Q2 		$1.2M Buy
+10,100
New +$1.22M 0.8% 48

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

Midas Management's CVX Position: Q4 2014 in Review

Midas Management sold out of Chevron (CVX) in Q4 2014, closing a stake of 17,900 shares — an estimated $2.14M sold.

Midas Management first reported a position in CVX in Q2 2013 and held it in 6 quarters. The position peaked at $2.24M in Q4 2013. 1,860 funds tracked by Wall St. Rank hold CVX as of Q4 2014.

  • Midas Management reported no remaining Chevron position as of Q4 2014 after selling out during the quarter.
  • Midas Management sold 17,900 Chevron shares in Q4 2014, an estimated $2.14M.
  • Midas Management first reported a position in Chevron in Q2 2013 and held it in 6 quarters.
  • Midas Management's Chevron position peaked at $2.24M in Q4 2013.
  • 1,860 funds tracked by Wall St. Rank held Chevron as of Q4 2014.

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