Detwiler Fenton Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$261K | – | 69 |
|
|
2014
Q2 | $261K | Hold |
2,000
| – | – | 0.21% | 90 |
|
|
2014
Q1 | $238K | Hold |
2,000
| – | – | 0.21% | 80 |
|
|
2013
Q4 | $250K | Sell |
2,000
-17,260
| -90% | -$2.16M | 0.22% | 90 |
|
|
2013
Q3 | $2.34M | Sell |
19,260
-137
| -0.7% | -$16.6K | 2.08% | 18 |
|
|
2013
Q2 | $2.3M | Buy |
+19,397
| New | +$2.3M | 2.33% | 12 |
|