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Saddle Road Partners’s Chevron CVX Stock Holding History

Saddle Road 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
2016
Q4 		$365K Hold
3,100
– – 0.19% 92
2016
Q3 		$319K Hold
3,100
– – 0.18% 97
2016
Q2 		$325K Hold
3,100
– – 0.19% 96
2016
Q1 		$296K Hold
3,100
– – 0.19% 100
2015
Q4 		$279K Buy
+3,100
New +$280K 0.19% 102

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Saddle Road Partners's CVX Position: Q4 2016 in Review

Saddle Road Partners held its Chevron (CVX) position steady in Q4 2016 at 3,100 shares worth $365K. The position accounts for 0.19% of the portfolio, ranked #92.

Saddle Road Partners first reported a position in CVX in Q4 2015 and has held it in 5 quarters since. 1,993 funds tracked by Wall St. Rank hold CVX as of Q4 2016.

  • Saddle Road Partners held 3,100 shares of Chevron worth $365K as of Q4 2016.
  • Saddle Road Partners left its Chevron share count unchanged in Q4 2016.
  • Chevron made up 0.19% of Saddle Road Partners's portfolio in Q4 2016, its #92 holding.
  • Saddle Road Partners first reported a position in Chevron in Q4 2015 and has held it in 5 quarters since.
  • 1,993 funds tracked by Wall St. Rank held Chevron as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.