Bender Robert & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,765
| Closed | -$213K | – | 47 |
|
|
2019
Q4 | $213K | Hold |
1,765
| – | – | 0.1% | 50 |
|
|
2019
Q3 | $209K | Hold |
1,765
| – | – | 0.1% | 49 |
|
|
2019
Q2 | $218K | Sell |
1,765
-30
| -2% | -$3.71K | 0.1% | 48 |
|
|
2019
Q1 | $221K | Buy |
+1,795
| New | +$221K | 0.11% | 49 |
|
|
2018
Q4 | – | Sell |
-1,845
| Closed | -$226K | – | 47 |
|
|
2018
Q3 | $226K | Sell |
1,845
-235
| -11% | -$28.8K | 0.1% | 46 |
|
|
2018
Q2 | $263K | Hold |
2,080
| – | – | 0.14% | 46 |
|
|
2018
Q1 | $237K | Sell |
2,080
-60
| -3% | -$6.84K | 0.13% | 46 |
|
|
2017
Q4 | $268K | Sell |
2,140
-50
| -2% | -$6.26K | 0.15% | 43 |
|
|
2017
Q3 | $257K | Hold |
2,190
| – | – | 0.15% | 45 |
|
|
2017
Q2 | $228K | Sell |
2,190
-135
| -6% | -$14.1K | 0.14% | 46 |
|
|
2017
Q1 | $250K | Sell |
2,325
-105
| -4% | -$11.3K | 0.16% | 44 |
|
|
2016
Q4 | $286K | Sell |
2,430
-70
| -3% | -$8.24K | 0.2% | 44 |
|
|
2016
Q3 | $257K | Sell |
2,500
-20
| -0.8% | -$2.06K | 0.17% | 44 |
|
|
2016
Q2 | $264K | Sell |
2,520
-110
| -4% | -$11.5K | 0.19% | 46 |
|
|
2016
Q1 | $251K | Buy |
2,630
+100
| +4% | +$9.54K | 0.17% | 48 |
|
|
2015
Q4 | $228K | Sell |
2,530
-25
| -1% | -$2.25K | 0.15% | 48 |
|
|
2015
Q3 | $202K | Buy |
2,555
+145
| +6% | +$11.5K | 0.14% | 49 |
|
|
2015
Q2 | $232K | Hold |
2,410
| – | – | 0.14% | 47 |
|
|
2015
Q1 | $253K | Buy |
2,410
+240
| +11% | +$25.2K | 0.15% | 49 |
|
|
2014
Q4 | $243K | Buy |
2,170
+220
| +11% | +$24.6K | 0.16% | 52 |
|
|
2014
Q3 | $233K | Sell |
1,950
-40
| -2% | -$4.78K | 0.16% | 53 |
|
|
2014
Q2 | $260K | Hold |
1,990
| – | – | 0.18% | 50 |
|
|
2014
Q1 | $237 | Buy |
1,990
+45
| +2% | +$5 | 0.16% | 53 |
|
|
2013
Q4 | $243K | Buy |
1,945
+5
| +0.3% | +$625 | 0.18% | 53 |
|
|
2013
Q3 | $235K | Buy |
1,940
+40
| +2% | +$4.85K | 0.18% | 52 |
|
|
2013
Q2 | $225K | Buy |
+1,900
| New | +$225K | 0.19% | 53 |
|