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Welch Investments’s Chevron CVX Stock Holding History

Welch Investments’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 		$5.3M Buy
42,326
+558
+1% +$66.2K 3.36% 7
2017
Q3 		$4.91M Buy
41,768
+1,489
+4% +$163K 3.38% 6
2017
Q2 		$4.2M Buy
40,279
+3,482
+9% +$369K 3.12% 22
2017
Q1 		$3.95M Buy
36,797
+1,991
+6% +$223K 3.13% 21
2016
Q4 		$4.1M Buy
+34,806
New +$3.79M 3.58% 2

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Welch Investments's CVX Position: Q4 2017 in Review

Welch Investments increased its Chevron (CVX) stake by 1.3% in Q4 2017, buying an estimated $66.2K and bringing the position to 42,326 shares worth $5.3M. The position accounts for 3.36% of the portfolio, ranked #7.

Welch Investments first reported a position in CVX in Q4 2016 and has held it in 5 quarters since. 2,206 funds tracked by Wall St. Rank hold CVX as of Q4 2017.

  • Welch Investments held 42,326 shares of Chevron worth $5.3M as of Q4 2017.
  • Welch Investments bought 558 Chevron shares in Q4 2017, an estimated $66.2K.
  • Chevron made up 3.36% of Welch Investments's portfolio in Q4 2017, its #7 holding.
  • Welch Investments first reported a position in Chevron in Q4 2016 and has held it in 5 quarters since.
  • 2,206 funds tracked by Wall St. Rank held Chevron as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.