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WFG Advisors’s Chevron CVX Stock Holding History

WFG Advisors’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
Q2 		$3.79M Buy
36,357
+5,386
+17% +$571K 0.86% 20
2017
Q1 		$3.33M Sell
30,971
-11,939
-28% -$1.34M 0.89% 22
2016
Q4 		$5.05M Sell
42,910
-16,524
-28% -$1.8M 1.24% 6
2016
Q3 		$6.12M Buy
59,434
+1,377
+2% +$141K 1.52% 4
2016
Q2 		$6.09M Buy
58,057
+4,068
+8% +$409K 1.62% 4
2016
Q1 		$5.15M Sell
53,989
-2,031
-4% -$178K 1.49% 6
2015
Q4 		$5.04M Sell
56,020
-422
-0.7% -$38.1K 1.51% 7
2015
Q3 		$4.45M Buy
56,442
+5,561
+11% +$468K 1.39% 7
2015
Q2 		$4.91M Buy
50,881
+5,027
+11% +$528K 1.35% 7
2015
Q1 		$4.81M Sell
45,854
-9,991
-18% -$1.07M 1.34% 7
2014
Q4 		$6.26M Sell
55,845
-1,121
-2% -$127K 1.27% 8
2014
Q3 		$6.8M Buy
56,966
+160
+0.3% +$20.4K 1.29% 7
2014
Q2 		$7.42M Buy
56,806
+226
+0.4% +$28.1K 1.38% 5
2014
Q1 		$6.73M Sell
56,580
-18,545
-25% -$2.16M 1.35% 5
2013
Q4 		$9.38M Sell
75,125
-4,207
-5% -$509K 1.34% 5
2013
Q3 		$9.64M Sell
79,332
-679
-0.8% -$83.5K 1.49% 4
2013
Q2 		$9.47M Buy
+80,011
New +$9.67M 1.57% 4

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WFG Advisors's CVX Position: Q2 2017 in Review

WFG Advisors increased its Chevron (CVX) stake by 17% in Q2 2017, buying an estimated $571K and bringing the position to 36,357 shares worth $3.79M. The position accounts for 0.86% of the portfolio, ranked #20.

WFG Advisors first reported a position in CVX in Q2 2013 and has held it in 17 quarters since. The position peaked at $9.64M in Q3 2013. 1,981 funds tracked by Wall St. Rank hold CVX as of Q2 2017.

  • WFG Advisors held 36,357 shares of Chevron worth $3.79M as of Q2 2017.
  • WFG Advisors bought 5,386 Chevron shares in Q2 2017, an estimated $571K.
  • Chevron made up 0.86% of WFG Advisors's portfolio in Q2 2017, its #20 holding.
  • WFG Advisors first reported a position in Chevron in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Chevron position peaked at $9.64M in Q3 2013.
  • 1,981 funds tracked by Wall St. Rank held Chevron as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.