Aspiriant Holdings S3’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.96M | Buy |
32,897
+18,440
| +128% | +$1.66M | 1.27% | 34 |
|
|
2015
Q3 | $1.14M | Sell |
14,457
-19,377
| -57% | -$1.53M | 0.53% | 55 |
|
|
2015
Q2 | $3.26M | Buy |
33,834
+204
| +0.6% | +$19.7K | 1.3% | 34 |
|
|
2015
Q1 | $3.53M | Buy |
33,630
+1,218
| +4% | +$128K | 1.4% | 30 |
|
|
2014
Q4 | $3.64M | Sell |
32,412
-1,420
| -4% | -$159K | 1.5% | 25 |
|
|
2014
Q3 | $4.04M | Buy |
33,832
+705
| +2% | +$84.1K | 1.62% | 20 |
|
|
2014
Q2 | $4.33M | Buy |
33,127
+336
| +1% | +$43.9K | 1.72% | 17 |
|
|
2014
Q1 | $3.9M | Sell |
32,791
-5,012
| -13% | -$596K | 1.64% | 23 |
|
|
2013
Q4 | $4.72M | Sell |
37,803
-502
| -1% | -$62.7K | 1.86% | 14 |
|
|
2013
Q3 | $4.65M | Buy |
38,305
+1,027
| +3% | +$125K | 1.96% | 14 |
|
|
2013
Q2 | $4.41M | Buy |
+37,278
| New | +$4.41M | 1.99% | 13 |
|