Stratford Consulting’s Chevron CVX Stock Holding History

Stratford Consulting’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	-1,708	Closed	-$201K	–	55
2016 Q4	$201K	Sell	1,708 -298	-15%	-$32.5K	0.09%	50
2016 Q3	$206K	Buy	+2,006	New	+$205K	0.09%	49

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

Stratford Consulting's CVX Position: Q1 2017 in Review

Stratford Consulting sold out of Chevron (CVX) in Q1 2017, closing a stake of 1,708 shares — an estimated $201K sold.

Stratford Consulting first reported a position in CVX in Q3 2016 and held it in 2 quarters. The position peaked at $206K in Q3 2016. 2,015 funds tracked by Wall St. Rank hold CVX as of Q1 2017.

Stratford Consulting reported no remaining Chevron position as of Q1 2017 after selling out during the quarter.
Stratford Consulting sold 1,708 Chevron shares in Q1 2017, an estimated $201K.
Stratford Consulting first reported a position in Chevron in Q3 2016 and held it in 2 quarters.
Stratford Consulting's Chevron position peaked at $206K in Q3 2016.
2,015 funds tracked by Wall St. Rank held Chevron as of Q1 2017.

Based on Stratford Consulting's 13F filing for Q1 2017, filed 28 Apr 2017.