Risk Paradigm Group’s Chevron CVX Stock Holding History

Risk Paradigm 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
2018 Q2	–	Sell	-861	Closed	-$98.2K	–	116
2018 Q1	$98.2K	Hold	861	–	–	0.12%	115
2017 Q4	$108K	Hold	861	–	–	0.12%	122
2017 Q3	$101K	Hold	861	–	–	0.12%	110
2017 Q2	$89.8K	Sell	861 -1,288	-60%	-$136K	0.11%	119
2017 Q1	$231K	Sell	2,149 -914	-30%	-$103K	0.26%	81
2016 Q4	$361K	Buy	3,063 +234	+8%	+$25.5K	0.4%	76
2016 Q3	$291K	Hold	2,829	–	–	0.22%	92
2016 Q2	$297K	Sell	2,829 -1,059	-27%	-$107K	0.4%	73
2016 Q1	$371K	Buy	3,888 +204	+6%	+$17.8K	0.47%	51
2015 Q4	$331K	Sell	3,684 -389	-10%	-$35.1K	0.39%	56
2015 Q3	$321K	Buy	4,073 +1,934	+90%	+$163K	0.66%	26
2015 Q2	$206K	Sell	2,139 -49	-2%	-$5.14K	0.2%	78
2015 Q1	$230K	Buy	+2,188	New	+$233K	0.22%	72

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Risk Paradigm Group's CVX Position: Q2 2018 in Review

Risk Paradigm Group sold out of Chevron (CVX) in Q2 2018, closing a stake of 861 shares — an estimated $98.2K sold.

Risk Paradigm Group first reported a position in CVX in Q1 2015 and held it in 13 quarters. The position peaked at $371K in Q1 2016. 2,250 funds tracked by Wall St. Rank hold CVX as of Q2 2018.

Risk Paradigm Group reported no remaining Chevron position as of Q2 2018 after selling out during the quarter.
Risk Paradigm Group sold 861 Chevron shares in Q2 2018, an estimated $98.2K.
Risk Paradigm Group first reported a position in Chevron in Q1 2015 and held it in 13 quarters.
Risk Paradigm Group's Chevron position peaked at $371K in Q1 2016.
2,250 funds tracked by Wall St. Rank held Chevron as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.