LAM
Lebenthal Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $11.8M | Sell |
110,355
-2,222
| -2% | -$239K | 1.47% | 5 |
|
|
2016
Q4 | $13.3M | Sell |
112,577
-20
| -0% | -$2.35K | 1.7% | 5 |
|
|
2016
Q3 | $11.6M | Sell |
112,597
-876
| -0.8% | -$90.2K | 1.5% | 5 |
|
|
2016
Q2 | $11.9M | Buy |
113,473
+52,864
| +87% | +$5.54M | 1.54% | 6 |
|
|
2016
Q1 | $5.78M | Buy |
+60,609
| New | +$5.78M | 2.34% | 15 |
|