Stanford Investment Group’s Chevron CVX Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-1,749	Closed	-$206K	–	64
2016 Q4	$206K	Hold	1,749	–	–	0.1%	51
2016 Q3	$180K	Buy	1,749 +78	+5%	+$7.96K	0.08%	63
2016 Q2	$175K	Hold	1,671	–	–	0.09%	63
2016 Q1	$159K	Hold	1,671	–	–	0.09%	61
2015 Q4	$150K	Sell	1,671 -670	-29%	-$60.4K	0.08%	70
2015 Q3	$185K	Hold	2,341	–	–	0.14%	52
2015 Q2	$226K	Hold	2,341	–	–	0.17%	46
2015 Q1	$246K	Hold	2,341	–	–	0.2%	39
2014 Q4	$263K	Buy	+2,341	New	+$266K	0.22%	38

Other funds holding CVX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stanford Investment Group's CVX Position: Q1 2017 in Review

Stanford Investment Group sold out of Chevron (CVX) in Q1 2017, closing a stake of 1,749 shares — an estimated $206K sold.

Stanford Investment Group first reported a position in CVX in Q4 2014 and held it in 9 quarters. The position peaked at $263K in Q4 2014. 2,015 funds tracked by Wall St. Rank hold CVX as of Q1 2017.

Stanford Investment Group reported no remaining Chevron position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,749 Chevron shares in Q1 2017, an estimated $206K.
Stanford Investment Group first reported a position in Chevron in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Chevron position peaked at $263K in Q4 2014.
2,015 funds tracked by Wall St. Rank held Chevron as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.