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Spark Investment Management’s Chevron CVX Stock Holding History

Spark Investment 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
2018
Q1 		– Sell
-2,000
Closed -$250K – 620
2017
Q4 		$250K Buy
+2,000
New +$237K 0.01% 540
2014
Q2 		– Sell
-7,300
Closed -$868K – 653
2014
Q1 		$868K Sell
7,300
-1,400
-16% -$163K 0.14% 241
2013
Q4 		$1.09M Sell
8,700
-600
-6% -$72.5K 0.19% 189
2013
Q3 		$1.13M Buy
9,300
+4,500
+94% +$553K 0.26% 118
2013
Q2 		$568K Buy
+4,800
New +$580K 0.15% 179

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spark Investment Management's CVX Position: Q1 2018 in Review

Spark Investment Management sold out of Chevron (CVX) in Q1 2018, closing a stake of 2,000 shares — an estimated $250K sold.

Spark Investment Management first reported a position in CVX in Q2 2013 and held it in 5 quarters. The position peaked at $1.13M in Q3 2013. 2,211 funds tracked by Wall St. Rank hold CVX as of Q1 2018.

  • Spark Investment Management reported no remaining Chevron position as of Q1 2018 after selling out during the quarter.
  • Spark Investment Management sold 2,000 Chevron shares in Q1 2018, an estimated $250K.
  • Spark Investment Management first reported a position in Chevron in Q2 2013 and held it in 5 quarters.
  • Spark Investment Management's Chevron position peaked at $1.13M in Q3 2013.
  • 2,211 funds tracked by Wall St. Rank held Chevron as of Q1 2018.

Based on Spark Investment Management's 13F filing for Q1 2018, filed 10 May 2018.