NHFG
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New Harbor Financial Group’s Chevron CVX Stock Holding History

New Harbor Financial Group’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
2016
Q3 		$82K Buy
+800
New +$81.7K 0.09% 28

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New Harbor Financial Group's CVX Position: Q3 2016 in Review

New Harbor Financial Group held its Chevron (CVX) position steady in Q3 2016 at 900 shares worth $92K. The position accounts for 0.1% of the portfolio, ranked #25.

New Harbor Financial Group first reported a position in CVX in Q2 2013 and has held it in 13 quarters since. The position peaked at $142K in Q2 2015. 1,875 funds tracked by Wall St. Rank hold CVX as of Q3 2016.

  • New Harbor Financial Group held 900 shares of Chevron worth $92K as of Q3 2016.
  • New Harbor Financial Group left its Chevron share count unchanged in Q3 2016.
  • Chevron made up 0.1% of New Harbor Financial Group's portfolio in Q3 2016, its #25 holding.
  • New Harbor Financial Group first reported a position in Chevron in Q2 2013 and has held it in 13 quarters since.
  • New Harbor Financial Group's Chevron position peaked at $142K in Q2 2015.
  • 1,875 funds tracked by Wall St. Rank held Chevron as of Q3 2016.

Based on New Harbor Financial Group's 13F filing for Q3 2016, filed 13 Oct 2016.