PSI
Pinnacle Summer Investments’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $5M | Sell |
55,604
-893
| -2% | -$80.3K | 0.74% | 21 |
|
|
2015
Q3 | $4.42M | Buy |
56,497
+28,285
| +100% | +$2.21M | 0.76% | 22 |
|
|
2015
Q2 | $2.72M | Sell |
28,212
-44,293
| -61% | -$4.27M | 0.57% | 31 |
|
|
2015
Q1 | $7.61M | Sell |
72,505
-717
| -1% | -$75.3K | 1.05% | 14 |
|
|
2014
Q4 | $7.93M | Buy |
73,222
+2,768
| +4% | +$300K | 0.98% | 19 |
|
|
2014
Q3 | $8.41M | Buy |
70,454
+585
| +0.8% | +$69.8K | 0.93% | 15 |
|
|
2014
Q2 | $9.2M | Sell |
69,869
-3,234
| -4% | -$426K | 1.07% | 14 |
|
|
2014
Q1 | $9.18M | Buy |
73,103
+6,178
| +9% | +$775K | 1.16% | 13 |
|
|
2013
Q4 | $8.36M | Buy |
66,925
+4,311
| +7% | +$539K | 1.14% | 15 |
|
|
2013
Q3 | $7.61M | Buy |
62,614
+6,922
| +12% | +$841K | 1.35% | 12 |
|
|
2013
Q2 | $6.59M | Buy |
+55,692
| New | +$6.59M | 1.63% | 7 |
|