CWA
Constellation Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $3.59M | Sell |
45,557
-141
| -0.3% | -$11.1K | 0.4% | 44 |
|
|
2015
Q2 | $4.41M | Buy |
45,698
+153
| +0.3% | +$14.8K | 0.37% | 60 |
|
|
2015
Q1 | $4.78M | Sell |
45,545
-1,424
| -3% | -$149K | 0.42% | 58 |
|
|
2014
Q4 | $5.27M | Buy |
46,969
+937
| +2% | +$105K | 0.44% | 49 |
|
|
2014
Q3 | $5.49M | Buy |
46,032
+493
| +1% | +$58.8K | 0.51% | 43 |
|
|
2014
Q2 | $5.95M | Sell |
45,539
-1,371
| -3% | -$179K | 0.67% | 41 |
|
|
2014
Q1 | $5.58M | Buy |
46,910
+1,945
| +4% | +$231K | 0.54% | 54 |
|
|
2013
Q4 | $5.62M | Buy |
44,965
+2,576
| +6% | +$322K | 0.54% | 48 |
|
|
2013
Q3 | $5.15M | Buy |
42,389
+2,899
| +7% | +$352K | 0.59% | 46 |
|
|
2013
Q2 | $4.67M | Buy |
+39,490
| New | +$4.67M | 0.56% | 48 |
|