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Staton Financial Advisors’s Chevron CVX Stock Holding History

Staton Financial 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
2016
Q2 		– Sell
-27,824
Closed -$2.65M – 41
2016
Q1 		$2.65M Buy
27,824
+150
+0.5% +$13.1K 2.54% 20
2015
Q4 		$2.49M Sell
27,674
-2,045
-7% -$184K 2.55% 20
2015
Q3 		$2.34M Sell
29,719
-120
-0.4% -$10.1K 2.48% 21
2015
Q2 		$2.88M Buy
29,839
+740
+3% +$77.7K 2.73% 19
2015
Q1 		$3.06M Buy
+29,099
New +$3.11M 2.79% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Staton Financial Advisors's CVX Position: Q2 2016 in Review

Staton Financial Advisors sold out of Chevron (CVX) in Q2 2016, closing a stake of 27,824 shares — an estimated $2.65M sold.

Staton Financial Advisors first reported a position in CVX in Q1 2015 and held it in 5 quarters. The position peaked at $3.06M in Q1 2015. 1,882 funds tracked by Wall St. Rank hold CVX as of Q2 2016.

  • Staton Financial Advisors reported no remaining Chevron position as of Q2 2016 after selling out during the quarter.
  • Staton Financial Advisors sold 27,824 Chevron shares in Q2 2016, an estimated $2.65M.
  • Staton Financial Advisors first reported a position in Chevron in Q1 2015 and held it in 5 quarters.
  • Staton Financial Advisors's Chevron position peaked at $3.06M in Q1 2015.
  • 1,882 funds tracked by Wall St. Rank held Chevron as of Q2 2016.

Based on Staton Financial Advisors's 13F filing for Q2 2016, filed 27 Jun 2017.