Fernwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $212K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $298K | Sell |
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|
2021
Q4 | $220K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $279K | Buy |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $290K | Hold |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $288K | Sell |
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|
2018
Q2 | $361K | Hold |
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|
2018
Q1 | $326K | Sell |
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|
2017
Q4 | $362K | Sell |
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|
2017
Q3 | $344K | Hold |
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|
2017
Q2 | $306K | Sell |
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|
2017
Q1 | $357K | Hold |
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|
2016
Q4 | $392K | Sell |
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|
2016
Q3 | $355K | Hold |
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|
2016
Q2 | $361K | Sell |
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|
2016
Q1 | $333K | Hold |
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|
2015
Q4 | $314K | Sell |
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|
2015
Q3 | $321K | Buy |
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|
2015
Q2 | $362K | Buy |
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|
2015
Q1 | $373K | Hold |
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|
2014
Q4 | $399K | Hold |
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|
2014
Q3 | $424K | Hold |
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|
2014
Q2 | $464K | Sell |
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|
2014
Q1 | $469K | Sell |
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|
2013
Q4 | $543K | Buy |
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