Saratoga Research & Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,040
| Closed | -$214K | – | 55 |
|
|
2015
Q1 | $214K | Hold |
2,040
| – | – | 0.02% | 55 |
|
|
2014
Q4 | $229K | Hold |
2,040
| – | – | 0.02% | 54 |
|
|
2014
Q3 | $243K | Sell |
2,040
-1,300
| -39% | -$155K | 0.02% | 50 |
|
|
2014
Q2 | $436K | Buy |
3,340
+1,300
| +64% | +$170K | 0.04% | 37 |
|
|
2014
Q1 | $243K | Hold |
2,040
| – | – | 0.02% | 53 |
|
|
2013
Q4 | $255K | Hold |
2,040
| – | – | 0.03% | 53 |
|
|
2013
Q3 | $248K | Sell |
2,040
-15
| -0.7% | -$1.82K | 0.03% | 52 |
|
|
2013
Q2 | $243K | Buy |
+2,055
| New | +$243K | 0.03% | 54 |
|