Banyan Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $13.5M | Sell |
113,106
-8,739
| -7% | -$1.04M | 1.15% | 13 |
|
|
2014
Q2 | $15.9M | Sell |
121,845
-35,612
| -23% | -$4.65M | 1.34% | 9 |
|
|
2014
Q1 | $18.7M | Buy |
157,457
+13,771
| +10% | +$1.64M | 1.61% | 8 |
|
|
2013
Q4 | $17.9M | Buy |
143,686
+118
| +0.1% | +$14.7K | 1.26% | 11 |
|
|
2013
Q3 | $17.4M | Buy |
143,568
+51,722
| +56% | +$6.28M | 1.54% | 6 |
|
|
2013
Q2 | $10.9M | Buy |
+91,846
| New | +$10.9M | 2.14% | 5 |
|