Ken Stern & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $389K | Sell |
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|
2017
Q3 | $690K | Sell |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $701K | Sell |
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|
2016
Q4 | $821K | Sell |
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|
2016
Q3 | $763K | Buy |
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|
2016
Q2 | $776K | Sell |
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|
2016
Q1 | $795K | Sell |
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|
2015
Q4 | $805K | Sell |
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|
2015
Q3 | $760K | Sell |
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|
2015
Q2 | $1.02M | Sell |
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|
2015
Q1 | $1.18M | Sell |
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|
2014
Q4 | $1.44M | Buy |
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