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Sanibel Captiva Investment Advisers’s Chevron CVX Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$1.12M Buy
8,971
+5,215
+139% +$630K 0.69% 50
2013
Q3 		$456K Buy
+3,756
New +$462K 0.35% 67

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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 $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanibel Captiva Investment Advisers's CVX Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Chevron (CVX) stake by 139% in Q4 2013, buying an estimated $630K and bringing the position to 8,971 shares worth $1.12M. The position accounts for 0.69% of the portfolio, ranked #50.

Sanibel Captiva Investment Advisers first reported a position in CVX in Q3 2013 and has held it in 2 quarters since. 1,786 funds tracked by Wall St. Rank hold CVX as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 8,971 shares of Chevron worth $1.12M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 5,215 Chevron shares in Q4 2013, an estimated $630K.
  • Chevron made up 0.69% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #50 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Chevron in Q3 2013 and has held it in 2 quarters since.
  • 1,786 funds tracked by Wall St. Rank held Chevron as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.