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Wealthfront’s Chevron CVX Stock Holding History

Wealthfront’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
2018
Q3 		$8.32M Sell
68,075
-9,343
-12% -$1.13M 0.08% 44
2018
Q2 		$9.79M Sell
77,418
-6,490
-8% -$806K 0.1% 34
2018
Q1 		$9.57M Buy
83,908
+1,286
+2% +$154K 0.1% 35
2017
Q4 		$10.3M Buy
82,622
+15,660
+23% +$1.86M 0.12% 33
2017
Q3 		$7.87M Buy
66,962
+11,600
+21% +$1.27M 0.1% 37
2017
Q2 		$5.78M Buy
55,362
+1,427
+3% +$151K 0.09% 43
2017
Q1 		$5.79M Buy
53,935
+2,027
+4% +$227K 0.1% 38
2016
Q4 		$6.11M Buy
51,908
+10,822
+26% +$1.18M 0.13% 33
2016
Q3 		$4.23M Sell
41,086
-420
-1% -$42.9K 0.1% 38
2016
Q2 		$4.35M Buy
41,506
+5,501
+15% +$553K 0.12% 34
2016
Q1 		$3.44M Sell
36,005
-3,763
-9% -$329K 0.11% 40
2015
Q4 		$3.58M Buy
39,768
+16,830
+73% +$1.52M 0.13% 32
2015
Q3 		$1.81M Buy
22,938
+14,949
+187% +$1.26M 0.07% 53
2015
Q2 		$771K Buy
7,989
+4,491
+128% +$472K 0.03% 74
2015
Q1 		$367K Buy
3,498
+1,146
+49% +$122K 0.02% 121
2014
Q4 		$264K Sell
2,352
-4,497
-66% -$511K 0.02% 147
2014
Q3 		$817K Sell
6,849
-176
-3% -$22.5K 0.06% 41
2014
Q2 		$922K Buy
7,025
+3,890
+124% +$484K 0.08% 23
2014
Q1 		$373K Buy
+3,135
New +$365K 0.05% 33

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthfront's CVX Position: Q3 2018 in Review

Wealthfront reduced its Chevron (CVX) stake by 12% in Q3 2018, selling an estimated $1.13M and leaving 68,075 shares worth $8.32M. The position accounts for 0.08% of the portfolio, ranked #44.

Wealthfront first reported a position in CVX in Q1 2014 and has held it in 19 quarters since. The position peaked at $10.3M in Q4 2017. 2,238 funds tracked by Wall St. Rank hold CVX as of Q3 2018.

  • Wealthfront held 68,075 shares of Chevron worth $8.32M as of Q3 2018.
  • Wealthfront sold 9,343 Chevron shares in Q3 2018, an estimated $1.13M.
  • Chevron made up 0.08% of Wealthfront's portfolio in Q3 2018, its #44 holding.
  • Wealthfront first reported a position in Chevron in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Chevron position peaked at $10.3M in Q4 2017.
  • 2,238 funds tracked by Wall St. Rank held Chevron as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.