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Trust & Fiduciary Management Services’s Chevron CVX Stock Holding History

Trust & Fiduciary Management Services’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
Q4 		– Sell
-200
Closed -$24K – 114
2013
Q3 		$24K Hold
200
– – 0.02% 107
2013
Q2 		$24K Buy
+200
New +$24.2K 0.02% 108

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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trust & Fiduciary Management Services's CVX Position: Q4 2013 in Review

Trust & Fiduciary Management Services sold out of Chevron (CVX) in Q4 2013, closing a stake of 200 shares — an estimated $24K sold.

Trust & Fiduciary Management Services first reported a position in CVX in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q3 2013. 1,784 funds tracked by Wall St. Rank hold CVX as of Q4 2013.

  • Trust & Fiduciary Management Services reported no remaining Chevron position as of Q4 2013 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 200 Chevron shares in Q4 2013, an estimated $24K.
  • Trust & Fiduciary Management Services first reported a position in Chevron in Q2 2013 and held it in 2 quarters.
  • Trust & Fiduciary Management Services's Chevron position peaked at $24K in Q3 2013.
  • 1,784 funds tracked by Wall St. Rank held Chevron as of Q4 2013.

Based on Trust & Fiduciary Management Services's 13F filing for Q4 2013, filed 12 Feb 2014.