Parasol 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $255K | Sell |
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|
2016
Q4 | $530K | Buy |
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|
2016
Q3 | $461K | Sell |
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|
2016
Q2 | $492K | Sell |
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|
2016
Q1 | $453K | Sell |
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|
2015
Q4 | $450K | Buy |
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|
2015
Q3 | $390K | Sell |
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|
2015
Q2 | $975K | Buy |
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|
2015
Q1 | $1.04M | Buy |
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|
2014
Q4 | $988K | Buy |
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|
2014
Q3 | $693K | Buy |
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|
2014
Q2 | $679K | Buy |
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|
2014
Q1 | $240K | Buy |
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|
2013
Q4 | $82K | Buy |
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