Portola Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $1.62M | Buy |
16,750
+750
| +5% | +$72.4K | 2.14% | 8 |
|
|
2015
Q1 | $1.68M | Buy |
16,000
+2,000
| +14% | +$210K | 2.08% | 8 |
|
|
2014
Q4 | $1.57M | Buy |
+14,000
| New | +$1.57M | 1.76% | 16 |
|
|
2014
Q1 | – | Sell |
-3,250
| Closed | -$406K | – | 79 |
|
|
2013
Q4 | $406K | Buy |
3,250
+600
| +23% | +$75K | 0.26% | 65 |
|
|
2013
Q3 | $322K | Sell |
2,650
-400
| -13% | -$48.6K | 0.2% | 73 |
|
|
2013
Q2 | $361K | Buy |
+3,050
| New | +$361K | 0.24% | 51 |
|