Wood Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $2.12M | Buy |
20,171
+706
| +4% | +$74.1K | 2.13% | 24 |
|
2014
Q4 | $2.18M | Sell |
19,465
-34,914
| -64% | -$3.92M | 2.01% | 27 |
|
2014
Q3 | $6.49M | Sell |
54,379
-3,263
| -6% | -$389K | 2.39% | 22 |
|
2014
Q2 | $7.53M | Sell |
57,642
-6,852
| -11% | -$895K | 2.56% | 12 |
|
2014
Q1 | $7.67M | Buy |
64,494
+7,699
| +14% | +$915K | 2.46% | 7 |
|
2013
Q4 | $7.09M | Sell |
56,795
-6,711
| -11% | -$838K | 2.04% | 19 |
|
2013
Q3 | $7.72M | Sell |
63,506
-7,180
| -10% | -$872K | 2.2% | 13 |
|
2013
Q2 | $8.37M | Buy |
+70,686
| New | +$8.37M | 2.22% | 10 |
|