Douglas C. Lane & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $7.58M | Buy |
84,265
+2,481
| +3% | +$223K | 0.21% | 107 |
|
|
2015
Q3 | $6.45M | Buy |
81,784
+358
| +0.4% | +$28.2K | 0.18% | 113 |
|
|
2015
Q2 | $7.86M | Sell |
81,426
-533
| -0.7% | -$51.4K | 0.21% | 110 |
|
|
2015
Q1 | $8.6M | Sell |
81,959
-49
| -0.1% | -$5.14K | 0.23% | 106 |
|
|
2014
Q4 | $9.2M | Sell |
82,008
-6,614
| -7% | -$742K | 0.25% | 102 |
|
|
2014
Q3 | $10.6M | Sell |
88,622
-12,452
| -12% | -$1.49M | 0.32% | 95 |
|
|
2014
Q2 | $13.2M | Sell |
101,074
-7,296
| -7% | -$952K | 0.4% | 83 |
|
|
2014
Q1 | $12.9M | Sell |
108,370
-5,854
| -5% | -$696K | 0.41% | 82 |
|
|
2013
Q4 | $14.3M | Sell |
114,224
-3,335
| -3% | -$417K | 0.47% | 81 |
|
|
2013
Q3 | $14.3M | Sell |
117,559
-1,921
| -2% | -$233K | 0.52% | 77 |
|
|
2013
Q2 | $14.1M | Buy |
+119,480
| New | +$14.1M | 0.55% | 80 |
|