Tiedemann Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $301K | Hold |
2,869
| – | – | 0.06% | 55 |
|
|
2016
Q1 | $274K | Hold |
2,869
| – | – | 0.04% | 61 |
|
|
2015
Q4 | $258K | Buy |
+2,869
| New | +$258K | 0.04% | 70 |
|
|
2015
Q3 | – | Sell |
-2,869
| Closed | -$277K | – | 63 |
|
|
2015
Q2 | $277K | Buy |
+2,869
| New | +$277K | 0.02% | 62 |
|
|
2015
Q1 | – | Sell |
-1,869
| Closed | -$209K | – | 58 |
|
|
2014
Q4 | $209K | Hold |
1,869
| – | – | 0.02% | 64 |
|
|
2014
Q3 | $223K | Hold |
1,869
| – | – | 0.02% | 75 |
|
|
2014
Q2 | $243K | Sell |
1,869
-2,000
| -52% | -$260K | 0.02% | 74 |
|
|
2014
Q1 | $460 | Hold |
3,869
| – | – | 0.05% | 68 |
|
|
2013
Q4 | $483K | Sell |
3,869
-4,748
| -55% | -$593K | 0.07% | 59 |
|
|
2013
Q3 | $1.05M | Hold |
8,617
| – | – | 0.18% | 37 |
|
|
2013
Q2 | $1.02M | Buy |
+8,617
| New | +$1.02M | 0.17% | 42 |
|