Needelman Asset 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
Q3 | – | Sell |
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|
2018
Q2 | $1.27M | Hold |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $1.01M | Hold |
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|
2017
Q1 | $1.04M | Sell |
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|
2016
Q4 | $1.15M | Buy |
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|
2016
Q3 | $869K | Sell |
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|
2016
Q2 | $890K | Hold |
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|
2016
Q1 | $810K | Buy |
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|
2015
Q4 | $751K | Sell |
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|
2015
Q3 | $661K | Buy |
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|
2015
Q2 | $606K | Sell |
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|
2015
Q1 | $678K | Sell |
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|
2014
Q4 | $730K | Hold |
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|
2014
Q3 | $776K | Hold |
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|
2014
Q2 | $849K | Hold |
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|
2014
Q1 | $774K | Sell |
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|
2013
Q4 | $823K | Buy |
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|
2013
Q3 | $739K | Sell |
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|
2013
Q2 | $722K | Buy |
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