Messner & Smith Theme Value Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $913K | Buy |
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|
2017
Q4 | $980K | Sell |
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|
2017
Q3 | $992K | Hold |
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|
2017
Q2 | $881K | Sell |
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|
2017
Q1 | $939K | Sell |
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|
2016
Q4 | $1.05M | Hold |
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|
2016
Q3 | $916K | Hold |
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|
2016
Q2 | $933K | Buy |
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|
2016
Q1 | $397K | Buy |
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|
2015
Q4 | $329K | Hold |
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|
2015
Q3 | $289K | Hold |
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|
2015
Q2 | $353K | Hold |
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|
2015
Q1 | $384K | Buy |
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|
2014
Q4 | $410K | Hold |
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|
2014
Q3 | $436K | Hold |
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|
2014
Q2 | $477K | Hold |
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|
2014
Q1 | $434K | Hold |
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|
2013
Q4 | $456K | Hold |
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|
2013
Q3 | $444K | Hold |
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|
2013
Q2 | $432K | Buy |
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