Vector Wealth Management’s Chevron CVX Stock Holding History

Vector Wealth Management’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 Q4	$460K	Sell	3,904 -8	-0.2%	-$871	0.32%	43
2016 Q3	$403K	Sell	3,912 -358	-8%	-$36.6K	0.28%	47
2016 Q2	$448K	Buy	4,270 +28	+0.7%	+$2.82K	0.31%	42
2016 Q1	$405K	Buy	4,242 +275	+7%	+$24.1K	0.3%	40
2015 Q4	$357K	Buy	3,967 +149	+4%	+$13.4K	0.28%	47
2015 Q3	$349K	Buy	3,818 +93	+2%	+$7.83K	0.27%	47
2015 Q2	$360K	Buy	3,725 +11	+0.3%	+$1.16K	0.28%	44
2015 Q1	$390K	Sell	3,714 -41	-1%	-$4.38K	0.32%	36
2014 Q4	$421K	Buy	3,755 +193	+5%	+$21.9K	0.32%	31
2014 Q3	$425K	Buy	3,562 +610	+21%	+$77.8K	0.31%	30
2014 Q2	$386K	Buy	2,952 +590	+25%	+$73.4K	0.28%	33
2014 Q1	$280K	Buy	2,362 +85	+4%	+$9.88K	0.2%	36
2013 Q4	$284K	Sell	2,277 -326	-13%	-$39.4K	0.2%	38
2013 Q3	$316K	Sell	2,603 -165	-6%	-$20.3K	0.23%	42
2013 Q2	$327K	Buy	+2,768	New	+$335K	0.24%	39

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vector Wealth Management's CVX Position: Q4 2016 in Review

Vector Wealth Management reduced its Chevron (CVX) stake by 0.2% in Q4 2016, selling an estimated $871 and leaving 3,904 shares worth $460K. The position accounts for 0.32% of the portfolio, ranked #43.

Vector Wealth Management first reported a position in CVX in Q2 2013 and has held it in 15 quarters since. 1,993 funds tracked by Wall St. Rank hold CVX as of Q4 2016.

Vector Wealth Management held 3,904 shares of Chevron worth $460K as of Q4 2016.
Vector Wealth Management sold 8 Chevron shares in Q4 2016, an estimated $871.
Chevron made up 0.32% of Vector Wealth Management's portfolio in Q4 2016, its #43 holding.
Vector Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 15 quarters since.
1,993 funds tracked by Wall St. Rank held Chevron as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.