Oak Ridge Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,163
| Closed | -$229K | – | 177 |
|
|
2020
Q1 | $229K | Sell |
3,163
-275
| -8% | -$19.9K | 0.02% | 166 |
|
|
2019
Q4 | $414K | Sell |
3,438
-420
| -11% | -$50.6K | 0.03% | 171 |
|
|
2019
Q3 | $458K | Buy |
3,858
+1,456
| +61% | +$173K | 0.03% | 166 |
|
|
2019
Q2 | $299K | Sell |
2,402
-1,470
| -38% | -$183K | 0.02% | 169 |
|
|
2019
Q1 | $477K | Hold |
3,872
| – | – | 0.03% | 163 |
|
|
2018
Q4 | $421K | Sell |
3,872
-111
| -3% | -$12.1K | 0.03% | 161 |
|
|
2018
Q3 | $487K | Buy |
3,983
+250
| +7% | +$30.6K | 0.03% | 155 |
|
|
2018
Q2 | $472K | Buy |
3,733
+249
| +7% | +$31.5K | 0.03% | 150 |
|
|
2018
Q1 | $397K | Sell |
3,484
-34
| -1% | -$3.87K | 0.02% | 155 |
|
|
2017
Q4 | $440K | Hold |
3,518
| – | – | 0.02% | 159 |
|
|
2017
Q3 | $413K | Buy |
+3,518
| New | +$413K | 0.02% | 154 |
|
|
2014
Q3 | – | Sell |
-1,652
| Closed | -$216K | – | 146 |
|
|
2014
Q2 | $216K | Buy |
+1,652
| New | +$216K | 0.01% | 139 |
|
|
2014
Q1 | – | Sell |
-1,652
| Closed | -$206K | – | 143 |
|
|
2013
Q4 | $206K | Buy |
+1,652
| New | +$206K | 0.01% | 131 |
|