RDM
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Retirement Design & Management’s Chevron CVX Stock Holding History

Retirement Design & 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
2016
Q3 		– Sell
-2,229
Closed -$234K – 13
2016
Q2 		$234K Buy
+2,229
New +$224K 0.15% 64

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

Retirement Design & Management's CVX Position: Q3 2016 in Review

Retirement Design & Management sold out of Chevron (CVX) in Q3 2016, closing a stake of 2,229 shares — an estimated $234K sold.

Retirement Design & Management first reported a position in CVX in Q2 2016 and held it in 1 quarter. The position peaked at $234K in Q2 2016. 1,875 funds tracked by Wall St. Rank hold CVX as of Q3 2016.

  • Retirement Design & Management reported no remaining Chevron position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 2,229 Chevron shares in Q3 2016, an estimated $234K.
  • Retirement Design & Management first reported a position in Chevron in Q2 2016 and held it in 1 quarter.
  • Retirement Design & Management's Chevron position peaked at $234K in Q2 2016.
  • 1,875 funds tracked by Wall St. Rank held Chevron as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.