Rockefeller Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $52.9M | Buy |
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|
2017
Q3 | $39.1M | Buy |
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|
2017
Q2 | $30.4M | Sell |
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|
2017
Q1 | $39.5M | Sell |
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|
2016
Q4 | $46.4M | Sell |
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|
2016
Q3 | $40.6M | Sell |
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|
2016
Q2 | $109M | Buy |
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|
2016
Q1 | $97.1M | Sell |
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|
2015
Q4 | $92.1M | Sell |
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|
2015
Q3 | $81.5M | Sell |
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|
2015
Q2 | $112M | Buy |
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|
2015
Q1 | $121M | Sell |
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|
2014
Q4 | $130M | Sell |
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|
2014
Q3 | $140M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $116M | Buy |
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|
2013
Q4 | $121M | Sell |
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|
2013
Q3 | $120M | Sell |
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|
2013
Q2 | $131M | Buy |
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