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Simply Money Advisors’s Chevron CVX Stock Holding History

Simply Money Advisors’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 		– Sell
-130
Closed -$16K – 93
2013
Q3 		$16K Sell
130
-134
-51% -$16.5K ﹤0.01% 48
2013
Q2 		$31K Buy
+264
New +$31.9K 0.01% 88

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
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 $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's CVX Position: Q4 2013 in Review

Simply Money Advisors sold out of Chevron (CVX) in Q4 2013, closing a stake of 130 shares — an estimated $16K sold.

Simply Money Advisors first reported a position in CVX in Q2 2013 and held it in 2 quarters. The position peaked at $31K in Q2 2013. 1,784 funds tracked by Wall St. Rank hold CVX as of Q4 2013.

  • Simply Money Advisors reported no remaining Chevron position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 130 Chevron shares in Q4 2013, an estimated $16K.
  • Simply Money Advisors first reported a position in Chevron in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Chevron position peaked at $31K in Q2 2013.
  • 1,784 funds tracked by Wall St. Rank held Chevron as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.