Barton Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $371K | Hold |
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|
2019
Q2 | $389K | Sell |
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|
2019
Q1 | $402K | Hold |
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|
2018
Q4 | $355K | Hold |
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|
2018
Q3 | $398K | Hold |
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|
2018
Q2 | $412K | Hold |
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|
2018
Q1 | $372K | Hold |
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|
2017
Q4 | $408K | Hold |
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|
2017
Q3 | $383K | Buy |
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|
2017
Q2 | $218K | Hold |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $245K | Hold |
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|
2016
Q3 | $214K | Hold |
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|
2016
Q2 | $218K | Sell |
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|
2016
Q1 | $298K | Buy |
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|
2015
Q4 | $188K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $201K | Hold |
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|
2015
Q1 | $219K | Sell |
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|
2014
Q4 | $243K | Hold |
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|
2014
Q3 | $258K | Buy |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $445K | Hold |
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|
2013
Q3 | $433K | Hold |
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|
2013
Q2 | $422K | Buy |
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