Aris Wealth Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $80K | Sell |
1,019
-1,911
| -65% | -$150K | 0.17% | 60 |
|
|
2015
Q2 | $283K | Sell |
2,930
-1
| -0% | -$97 | 0.26% | 88 |
|
|
2015
Q1 | $308K | Sell |
2,931
-228
| -7% | -$24K | 0.29% | 83 |
|
|
2014
Q4 | $354K | Sell |
3,159
-582
| -16% | -$65.2K | 0.39% | 84 |
|
|
2014
Q3 | $446K | Sell |
3,741
-26
| -0.7% | -$3.1K | 0.55% | 73 |
|
|
2014
Q2 | $492K | Buy |
3,767
+1,412
| +60% | +$184K | 0.64% | 62 |
|
|
2014
Q1 | $280K | Sell |
2,355
-873
| -27% | -$104K | 0.41% | 77 |
|
|
2013
Q4 | $403K | Buy |
3,228
+429
| +15% | +$53.6K | 0.68% | 55 |
|
|
2013
Q3 | $340K | Buy |
+2,799
| New | +$340K | 0.62% | 61 |
|