Allegis Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.98M | Sell |
17,355
-1,247
| -7% | -$142K | 0.61% | 33 |
|
|
2017
Q4 | $2.33M | Sell |
18,602
-13,627
| -42% | -$1.71M | 0.69% | 36 |
|
|
2017
Q3 | $3.79M | Buy |
32,229
+4,412
| +16% | +$518K | 0.9% | 27 |
|
|
2017
Q2 | $2.9M | Buy |
27,817
+3,769
| +16% | +$393K | 0.74% | 35 |
|
|
2017
Q1 | $2.58M | Buy |
24,048
+2,739
| +13% | +$294K | 0.68% | 34 |
|
|
2016
Q4 | $2.51M | Buy |
21,309
+2,595
| +14% | +$305K | 0.79% | 30 |
|
|
2016
Q3 | $1.93M | Buy |
18,714
+751
| +4% | +$77.3K | 0.75% | 39 |
|
|
2016
Q2 | $1.86M | Buy |
17,963
+205
| +1% | +$21.2K | 0.93% | 31 |
|
|
2016
Q1 | $1.69M | Buy |
17,758
+1,647
| +10% | +$157K | 0.97% | 24 |
|
|
2015
Q4 | $1.45M | Buy |
+16,111
| New | +$1.45M | 0.81% | 27 |
|