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Palisades Investment Partners’s Chevron CVX Stock Holding History

Palisades Investment Partners’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
Q2 		$1.45M Sell
11,100
-7,600
-41% -$946K 2.58% 6
2014
Q1 		$2.22M Hold
18,700
– – 2.41% 7
2013
Q4 		$2.31M Sell
18,700
-12,300
-40% -$1.49M 2.55% 8
2013
Q3 		$3.77M Hold
31,000
– – 3.54% 2
2013
Q2 		$3.67M Buy
+31,000
New +$3.75M 3.65% 2

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Palisades Investment Partners's CVX Position: Q2 2014 in Review

Palisades Investment Partners reduced its Chevron (CVX) stake by 41% in Q2 2014, selling an estimated $946K and leaving 11,100 shares worth $1.45M. The position accounts for 2.58% of the portfolio, ranked #6.

Palisades Investment Partners first reported a position in CVX in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.77M in Q3 2013. 1,794 funds tracked by Wall St. Rank hold CVX as of Q2 2014.

  • Palisades Investment Partners held 11,100 shares of Chevron worth $1.45M as of Q2 2014.
  • Palisades Investment Partners sold 7,600 Chevron shares in Q2 2014, an estimated $946K.
  • Chevron made up 2.58% of Palisades Investment Partners's portfolio in Q2 2014, its #6 holding.
  • Palisades Investment Partners first reported a position in Chevron in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's Chevron position peaked at $3.77M in Q3 2013.
  • 1,794 funds tracked by Wall St. Rank held Chevron as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.