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Wilson Kemp & Associates’s Chevron CVX Stock Holding History

Wilson Kemp & Associates’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
-3,462
Closed -$452K – 34
2014
Q2 		$452K Buy
3,462
+225
+7% +$28K 1.62% 23
2014
Q1 		$385K Sell
3,237
-462
-12% -$53.7K 1% 37
2013
Q4 		$462K Hold
3,699
– – 0.89% 40
2013
Q3 		$449K Sell
3,699
-5,999
-62% -$737K 0.99% 35
2013
Q2 		$1.15M Buy
+9,698
New +$1.17M 1.1% 29

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.81T AUM 41.13% 1-Year Est. Return

Wilson Kemp & Associates's CVX Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Chevron (CVX) in Q3 2014, closing a stake of 3,462 shares — an estimated $452K sold.

Wilson Kemp & Associates first reported a position in CVX in Q2 2013 and held it in 5 quarters. The position peaked at $1.15M in Q2 2013. 1,777 funds tracked by Wall St. Rank hold CVX as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Chevron position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 3,462 Chevron shares in Q3 2014, an estimated $452K.
  • Wilson Kemp & Associates first reported a position in Chevron in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Chevron position peaked at $1.15M in Q2 2013.
  • 1,777 funds tracked by Wall St. Rank held Chevron as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.