Mar Vista Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,195
| Closed | -$417K | – | 59 |
|
|
2014
Q2 | $417K | Buy |
3,195
+314
| +11% | +$41K | 0.03% | 46 |
|
|
2014
Q1 | $343K | Hold |
2,881
| – | – | 0.02% | 44 |
|
|
2013
Q4 | $360K | Hold |
2,881
| – | – | 0.02% | 44 |
|
|
2013
Q3 | $350K | Hold |
2,881
| – | – | 0.02% | 42 |
|
|
2013
Q2 | $341K | Buy |
+2,881
| New | +$341K | 0.02% | 42 |
|