Lathrop Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,327
| Closed | -$521K | – | 65 |
|
|
2019
Q4 | $521K | Hold |
4,327
| – | – | 0.14% | 47 |
|
|
2019
Q3 | $513K | Buy |
4,327
+996
| +30% | +$118K | 0.14% | 47 |
|
|
2019
Q2 | $415K | Hold |
3,331
| – | – | 0.12% | 47 |
|
|
2019
Q1 | $410K | Hold |
3,331
| – | – | 0.12% | 47 |
|
|
2018
Q4 | $362K | Buy |
+3,331
| New | +$362K | 0.13% | 46 |
|