WealthShield’s Chevron CVX Stock Holding History

WealthShield’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 Q4	$253K	Buy	+1,988	New	+$236K	0.15%	111

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthShield's CVX Position: Q4 2017 in Review

WealthShield opened a new position in Chevron (CVX) in Q4 2017: 1,988 shares worth $253K. The stake represents 0.15% of the portfolio and ranks #111 among its holdings.

2,207 funds tracked by Wall St. Rank hold CVX as of Q4 2017.

WealthShield held 1,988 shares of Chevron worth $253K as of Q4 2017.
Chevron was a new WealthShield position in Q4 2017.
Chevron made up 0.15% of WealthShield's portfolio in Q4 2017, its #111 holding.
2,207 funds tracked by Wall St. Rank held Chevron as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.