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Wilmington Trust Investment Management’s Chevron CVX Stock Holding History

Wilmington Trust Investment 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
Q2 		$2.13M Sell
16,340
-2,230
-12% -$277K 0.43% 36
2014
Q1 		$2.21M Sell
18,570
-15,979
-46% -$1.86M 0.44% 36
2013
Q4 		$4.31M Sell
34,549
-1,215
-3% -$147K 0.86% 12
2013
Q3 		$4.34M Sell
35,764
-1,311
-4% -$161K 0.91% 12
2013
Q2 		$4.39M Buy
+37,075
New +$4.48M 0.94% 13

Other funds holding CVX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wilmington Trust Investment Management's CVX Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Chevron (CVX) stake by 12% in Q2 2014, selling an estimated $277K and leaving 16,340 shares worth $2.13M. The position accounts for 0.43% of the portfolio, ranked #36.

Wilmington Trust Investment Management first reported a position in CVX in Q2 2013 and has held it in 5 quarters since. The position peaked at $4.39M in Q2 2013. 1,795 funds tracked by Wall St. Rank hold CVX as of Q2 2014.

  • Wilmington Trust Investment Management held 16,340 shares of Chevron worth $2.13M as of Q2 2014.
  • Wilmington Trust Investment Management sold 2,230 Chevron shares in Q2 2014, an estimated $277K.
  • Chevron made up 0.43% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #36 holding.
  • Wilmington Trust Investment Management first reported a position in Chevron in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Chevron position peaked at $4.39M in Q2 2013.
  • 1,795 funds tracked by Wall St. Rank held Chevron as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.