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West Coast Asset Management’s Chevron CVX Stock Holding History

West Coast Asset 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
2014
Q3 		– Sell
-944
Closed -$123K – 34
2014
Q2 		$123K Buy
+944
New +$117K 0.22% 15

Other funds holding CVX

Vanguard Group
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State Street
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Coast Asset Management's CVX Position: Q3 2014 in Review

West Coast Asset Management sold out of Chevron (CVX) in Q3 2014, closing a stake of 944 shares — an estimated $123K sold.

West Coast Asset Management first reported a position in CVX in Q2 2014 and held it in 1 quarter. The position peaked at $123K in Q2 2014. 1,775 funds tracked by Wall St. Rank hold CVX as of Q3 2014.

  • West Coast Asset Management reported no remaining Chevron position as of Q3 2014 after selling out during the quarter.
  • West Coast Asset Management sold 944 Chevron shares in Q3 2014, an estimated $123K.
  • West Coast Asset Management first reported a position in Chevron in Q2 2014 and held it in 1 quarter.
  • West Coast Asset Management's Chevron position peaked at $123K in Q2 2014.
  • 1,775 funds tracked by Wall St. Rank held Chevron as of Q3 2014.

Based on West Coast Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.