Fred Martin
Disciplined Growth Investors
Fred Martin Chevron Corp stake
total: 241
Disciplined Growth Investors CVX trades
- Total transactions:
- 12
- New positions:
- 4
- Sold out:
- 4
- Reduced:
- 4
- Held since:
- 2024 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2024 Q3
According to 2026 Q2 report, Fred Martin doesn't hold any Chevron Corp (CVX) shares. Disciplined Growth Investors has held CVX since at least 2013 Q2 with 3,250 shares in our earliest available record. Fred Martin later completely sold out the position and invested in Chevron Corp again in 2024 Q1. Since at least 2013 Q2, Disciplined Growth Investors has made 11 more transactions.
When did Fred Martin sell Chevron Corp (CVX)?
Fred Martin sold off the entire Chevron Corp (CVX) position in 2024 Q3.
Estimated cost basis*
- Weighted AVG buy price:
- $157.74
- Weighted AVG sell price:
- $156.42
Fred Martin's historical trades in Chevron Corp
12 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2024 Q3
|
0.00%
|
0
|
$156.42
|
|
-100% (-1,295)
|
-0%
|
|
2024 Q1
|
0.00%
|
1,295
|
$157.74
|
$204,273
|
new
|
+0%
|
|
2023 Q4
|
0.00%
|
0
|
$168.62
|
|
-100% (-1,295)
|
-0.01%
|
|
2023 Q1
|
0.01%
|
1,295
|
$163.16
|
$211,292
|
-27.04% (-480)
|
-0%
|
|
2022 Q2
|
0.01%
|
1,775
|
$144.79
|
$257,000
|
-8.97% (-175)
|
-0%
|
|
2021 Q4
|
0.00%
|
1,950
|
$117.44
|
$229,000
|
new
|
+0%
|
|
2021 Q3
|
0.00%
|
0
|
$104.62
|
|
-100% (-1,950)
|
-0%
|
|
2021 Q1
|
0.00%
|
1,950
|
$104.62
|
$204,000
|
new
|
+0%
|
|
2020 Q1
|
0.00%
|
$120.51
|
-100% (-1,950)
|
|||
|
2017 Q1
|
0.00%
|
$107.18
|
-17.02% (-400)
|
|||
|
2016 Q2
|
0.01%
|
$104.68
|
-27.69% (-900)
|
|||
|
2013 Q2
|
0.01%
|
$118.46
|
new or own*
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.