SIM
Spark Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$250K | – | 620 |
|
|
2017
Q4 | $250K | Buy |
+2,000
| New | +$250K | 0.01% | 540 |
|
|
2014
Q2 | – | Sell |
-7,300
| Closed | -$868K | – | 653 |
|
|
2014
Q1 | $868K | Sell |
7,300
-1,400
| -16% | -$166K | 0.14% | 241 |
|
|
2013
Q4 | $1.09M | Sell |
8,700
-600
| -6% | -$74.9K | 0.19% | 189 |
|
|
2013
Q3 | $1.13M | Buy |
9,300
+4,500
| +94% | +$546K | 0.26% | 118 |
|
|
2013
Q2 | $568K | Buy |
+4,800
| New | +$568K | 0.15% | 179 |
|