Advisor Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $40M | Buy |
332,089
+6,392
| +2% | +$771K | 0.28% | 65 |
|
|
2019
Q3 | $38.6M | Sell |
325,697
-2,738
| -0.8% | -$325K | 0.29% | 62 |
|
|
2019
Q2 | $40.9M | Buy |
328,435
+13,192
| +4% | +$1.64M | 0.31% | 60 |
|
|
2019
Q1 | $38.9M | Buy |
315,243
+36,176
| +13% | +$4.46M | 0.32% | 61 |
|
|
2018
Q4 | $30.4M | Sell |
279,067
-996
| -0.4% | -$108K | 0.3% | 63 |
|
|
2018
Q3 | $34.3M | Buy |
280,063
+32,722
| +13% | +$4M | 0.35% | 52 |
|
|
2018
Q2 | $31.3M | Sell |
247,341
-11,892
| -5% | -$1.5M | 0.43% | 41 |
|
|
2018
Q1 | $29.6M | Buy |
259,233
+626
| +0.2% | +$71.4K | 0.41% | 46 |
|
|
2017
Q4 | $32.4M | Sell |
258,607
-7,240
| -3% | -$907K | 0.43% | 43 |
|
|
2017
Q3 | $31.3M | Buy |
265,847
+10,344
| +4% | +$1.22M | 0.49% | 31 |
|
|
2017
Q2 | $26.7M | Buy |
255,503
+16,954
| +7% | +$1.77M | 0.47% | 34 |
|
|
2017
Q1 | $25.6M | Sell |
238,549
-1,220
| -0.5% | -$131K | 0.52% | 25 |
|
|
2016
Q4 | $28.2M | Sell |
239,769
-5,546
| -2% | -$653K | 0.64% | 18 |
|
|
2016
Q3 | $25.3M | Buy |
245,315
+23,678
| +11% | +$2.44M | 0.61% | 25 |
|
|
2016
Q2 | $23.2M | Buy |
+221,637
| New | +$23.2M | 0.61% | 23 |
|