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Stifel Nicolaus & Co’s Chevron CVX Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$57.1M Buy
469,765
+36,402
+8% +$4.47M 0.94% 11
2013
Q2 		$51.3M Buy
+433,363
New +$52.4M 0.93% 10

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Stifel Nicolaus & Co's CVX Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Chevron (CVX) stake by 8.4% in Q3 2013, buying an estimated $4.47M and bringing the position to 469,765 shares worth $57.1M. The position accounts for 0.94% of the portfolio, ranked #11.

Stifel Nicolaus & Co first reported a position in CVX in Q2 2013 and has held it in 2 quarters since. 1,666 funds tracked by Wall St. Rank hold CVX as of Q3 2013.

  • Stifel Nicolaus & Co held 469,765 shares of Chevron worth $57.1M as of Q3 2013.
  • Stifel Nicolaus & Co bought 36,402 Chevron shares in Q3 2013, an estimated $4.47M.
  • Chevron made up 0.94% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #11 holding.
  • Stifel Nicolaus & Co first reported a position in Chevron in Q2 2013 and has held it in 2 quarters since.
  • 1,666 funds tracked by Wall St. Rank held Chevron as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.