SPC
Salient Private Client’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.82M | Buy |
23,029
+278
| +1% | +$34K | 0.55% | 52 |
|
|
2018
Q2 | $2.88M | Sell |
22,751
-798
| -3% | -$101K | 0.48% | 60 |
|
|
2018
Q1 | $2.69M | Buy |
23,549
+5,471
| +30% | +$624K | 0.47% | 63 |
|
|
2017
Q4 | $2.26M | Buy |
+18,078
| New | +$2.26M | 0.46% | 54 |
|