KIA
Kopp Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $316K | Sell |
2,665
-206
| -7% | -$24.4K | 0.58% | 39 |
|
|
2019
Q2 | $357K | Sell |
2,871
-1,725
| -38% | -$214K | 0.41% | 40 |
|
|
2019
Q1 | $566K | Buy |
4,596
+317
| +7% | +$39K | 0.46% | 40 |
|
|
2018
Q4 | $466K | Sell |
4,279
-18
| -0.4% | -$1.96K | 0.45% | 45 |
|
|
2018
Q3 | $525K | Sell |
4,297
-56
| -1% | -$6.84K | 0.44% | 46 |
|
|
2018
Q2 | $550K | Buy |
4,353
+6
| +0.1% | +$758 | 0.52% | 45 |
|
|
2018
Q1 | $496K | Sell |
4,347
-162
| -4% | -$18.5K | 0.5% | 50 |
|
|
2017
Q4 | $564K | Buy |
4,509
+94
| +2% | +$11.8K | 0.56% | 48 |
|
|
2017
Q3 | $519K | Buy |
+4,415
| New | +$519K | 0.48% | 49 |
|