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Truvvo Partners’s Chevron CVX Stock Holding History

Truvvo Partners’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
-22,773
Closed -$2.68K – 118
2016
Q4 		$2.68K Sell
22,773
-34,000
-60% -$3.7M 0.94% 21
2016
Q3 		$5.84M Hold
56,773
– – 2.63% 8
2016
Q2 		$5.95M Sell
56,773
-65,131
-53% -$6.55M 3.06% 6
2016
Q1 		$11.6M Buy
+121,904
New +$10.7M 5.24% 4

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Truvvo Partners's CVX Position: Q1 2017 in Review

Truvvo Partners sold out of Chevron (CVX) in Q1 2017, closing a stake of 22,773 shares — an estimated $2.68K sold.

Truvvo Partners first reported a position in CVX in Q1 2016 and held it in 4 quarters. The position peaked at $11.6M in Q1 2016. 2,014 funds tracked by Wall St. Rank hold CVX as of Q1 2017.

  • Truvvo Partners reported no remaining Chevron position as of Q1 2017 after selling out during the quarter.
  • Truvvo Partners sold 22,773 Chevron shares in Q1 2017, an estimated $2.68K.
  • Truvvo Partners first reported a position in Chevron in Q1 2016 and held it in 4 quarters.
  • Truvvo Partners's Chevron position peaked at $11.6M in Q1 2016.
  • 2,014 funds tracked by Wall St. Rank held Chevron as of Q1 2017.

Based on Truvvo Partners's 13F filing for Q1 2017, filed 15 May 2017.