SAM
Sunnymeath Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.98M | Buy |
16,835
+1,000
| +6% | +$118K | 2.78% | 2 |
|
|
2016
Q3 | $1.22M | Sell |
15,835
-2,300
| -13% | -$176K | 2.66% | 3 |
|
|
2016
Q2 | $1.9M | Sell |
18,135
-2,375
| -12% | -$248K | 2.77% | 3 |
|
|
2016
Q1 | $1.95M | Buy |
20,510
+560
| +3% | +$53.2K | 2.97% | 3 |
|
|
2015
Q4 | $1.79M | Buy |
+19,950
| New | +$1.79M | 2.86% | 3 |
|