Ancora Family Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$6.03M Sell
58,614
-3,760
-6% -$387K 2.06% 6
2016
Q2
$6.54M Sell
62,374
-1,907
-3% -$200K 2.48% 4
2016
Q1
$6.13M Buy
64,281
+3,500
+6% +$334K 2.5% 4
2015
Q4
$5.47M Buy
60,781
+7,140
+13% +$642K 2.34% 4
2015
Q3
$4.23M Buy
+53,641
New +$4.23M 1.76% 8