Atherton Lane Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $3.37M | Buy |
37,403
+2,507
| +7% | +$226K | 0.2% | 68 |
|
|
2015
Q3 | $2.75M | Buy |
34,896
+2,203
| +7% | +$174K | 0.17% | 70 |
|
|
2015
Q2 | $3.15M | Sell |
32,693
-2,654
| -8% | -$256K | 0.17% | 70 |
|
|
2015
Q1 | $3.71M | Sell |
35,347
-1,265
| -3% | -$133K | 0.2% | 73 |
|
|
2014
Q4 | $4.11M | Buy |
36,612
+801
| +2% | +$89.9K | 0.22% | 71 |
|
|
2014
Q3 | $4.27M | Sell |
35,811
-2,942
| -8% | -$351K | 0.24% | 75 |
|
|
2014
Q2 | $5.06M | Buy |
38,753
+3,492
| +10% | +$456K | 0.28% | 74 |
|
|
2014
Q1 | $4.19M | Sell |
35,261
-1,049
| -3% | -$125K | 0.26% | 73 |
|
|
2013
Q4 | $4.54M | Sell |
36,310
-534
| -1% | -$66.7K | 0.29% | 72 |
|
|
2013
Q3 | $4.48M | Sell |
36,844
-1,914
| -5% | -$233K | 0.31% | 67 |
|
|
2013
Q2 | $4.59M | Buy |
+38,758
| New | +$4.59M | 0.34% | 62 |
|