Biegel & Waller’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $516K | Buy |
4,353
+283
| +7% | +$33.5K | 0.29% | 36 |
|
|
2019
Q2 | $506K | Sell |
4,070
-150
| -4% | -$18.6K | 0.26% | 43 |
|
|
2019
Q1 | $520K | Sell |
4,220
-278
| -6% | -$34.3K | 0.27% | 41 |
|
|
2018
Q4 | $489K | Buy |
4,498
+150
| +3% | +$16.3K | 0.29% | 39 |
|
|
2018
Q3 | $532K | Hold |
4,348
| – | – | 0.31% | 34 |
|
|
2018
Q2 | $550K | Hold |
4,348
| – | – | 0.34% | 30 |
|
|
2018
Q1 | $496K | Hold |
4,348
| – | – | 0.32% | 25 |
|
|
2017
Q4 | $544K | Hold |
4,348
| – | – | 0.32% | 25 |
|
|
2017
Q3 | $511K | Hold |
4,348
| – | – | 0.32% | 24 |
|
|
2017
Q2 | $454K | Sell |
4,348
-193
| -4% | -$20.2K | 0.28% | 27 |
|
|
2017
Q1 | $488K | Hold |
4,541
| – | – | 0.34% | 21 |
|
|
2016
Q4 | $529K | Buy |
+4,541
| New | +$529K | 0.37% | 22 |
|