Lubar & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-1,387
| Closed | -$165K | – | 16 |
|
|
2014
Q1 | $165K | Sell |
1,387
-2,135
| -61% | -$254K | 0.14% | 27 |
|
|
2013
Q4 | $440K | Hold |
3,522
| – | – | 0.34% | 28 |
|
|
2013
Q3 | $428K | Buy |
3,522
+1,387
| +65% | +$169K | 0.4% | 22 |
|
|
2013
Q2 | $253K | Buy |
+2,135
| New | +$253K | 0.27% | 21 |
|