XML Securities’s Chevron CVX Stock Holding History

XML Securities’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
2018 Q1	–	Sell	-1,920	Closed	-$240K	–	75
2017 Q4	$240K	Buy	+1,920	New	+$228K	0.31%	57

Other funds holding CVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

XML Securities's CVX Position: Q1 2018 in Review

XML Securities sold out of Chevron (CVX) in Q1 2018, closing a stake of 1,920 shares — an estimated $240K sold.

XML Securities first reported a position in CVX in Q4 2017 and held it in 1 quarter. The position peaked at $240K in Q4 2017. 2,211 funds tracked by Wall St. Rank hold CVX as of Q1 2018.

XML Securities reported no remaining Chevron position as of Q1 2018 after selling out during the quarter.
XML Securities sold 1,920 Chevron shares in Q1 2018, an estimated $240K.
XML Securities first reported a position in Chevron in Q4 2017 and held it in 1 quarter.
XML Securities's Chevron position peaked at $240K in Q4 2017.
2,211 funds tracked by Wall St. Rank held Chevron as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.