Lombard Odier Asset Management (USA)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 250 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 226 |
|
|
2021
Q1 | – | Sell |
-21,821
| Closed | -$1.84M | – | 259 |
|
|
2020
Q4 | $1.84M | Buy |
+21,821
| New | +$1.84M | 0.09% | 75 |
|
|
2015
Q3 | – | Sell |
-154,454
| Closed | -$14.9M | – | 184 |
|
|
2015
Q2 | $14.9M | Buy |
154,454
+25,529
| +20% | +$2.46M | 1.06% | 14 |
|
|
2015
Q1 | $13.5M | Buy |
+128,925
| New | +$13.5M | 1.08% | 18 |
|