6 Meridian’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-27,260
| Closed | -$2.3M | – | 410 |
|
2020
Q4 | $2.3M | Sell |
27,260
-1,365
| -5% | -$115K | 0.22% | 75 |
|
2020
Q3 | $2.06M | Sell |
28,625
-2,227
| -7% | -$160K | 0.22% | 78 |
|
2020
Q2 | $2.75M | Sell |
30,852
-52,557
| -63% | -$4.69M | 0.29% | 63 |
|
2020
Q1 | $6.04M | Buy |
83,409
+2,359
| +3% | +$171K | 0.64% | 49 |
|
2019
Q4 | $9.77M | Buy |
81,050
+12,018
| +17% | +$1.45M | 0.86% | 32 |
|
2019
Q3 | $8.19M | Buy |
69,032
+180
| +0.3% | +$21.3K | 0.8% | 36 |
|
2019
Q2 | $8.57M | Sell |
68,852
-208
| -0.3% | -$25.9K | 0.86% | 33 |
|
2019
Q1 | $8.51M | Buy |
69,060
+3,440
| +5% | +$424K | 0.86% | 34 |
|
2018
Q4 | $7.14M | Sell |
65,620
-686
| -1% | -$74.6K | 0.82% | 33 |
|
2018
Q3 | $8.11M | Buy |
66,306
+12,863
| +24% | +$1.57M | 0.83% | 33 |
|
2018
Q2 | $6.76M | Sell |
53,443
-800
| -1% | -$101K | 0.72% | 48 |
|
2018
Q1 | $6.19M | Buy |
54,243
+1,700
| +3% | +$194K | 0.69% | 53 |
|
2017
Q4 | $6.58M | Buy |
+52,543
| New | +$6.58M | 0.76% | 45 |
|