OAM
Optimal Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,895
| Closed | -$1.17M | – | 368 |
|
|
2020
Q4 | $1.17M | Buy |
13,895
+7
| +0.1% | +$591 | 0.17% | 209 |
|
|
2020
Q3 | $1M | Sell |
13,888
-6,430
| -32% | -$463K | 0.14% | 223 |
|
|
2020
Q2 | $1.81M | Sell |
20,318
-24,007
| -54% | -$2.14M | 0.29% | 124 |
|
|
2020
Q1 | $3.21K | Buy |
44,325
+25,671
| +138% | +$1.86K | 0.3% | 107 |
|
|
2019
Q4 | $2.25M | Buy |
+18,654
| New | +$2.25M | 0.34% | 99 |
|