Bingham Osborn & Scarborough’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,920
| Closed | -$296K | – | 35 |
|
|
2021
Q3 | $296K | Sell |
2,920
-422
| -13% | -$42.8K | 0.02% | 127 |
|
|
2021
Q2 | $350K | Buy |
3,342
+22
| +0.7% | +$2.3K | 0.02% | 117 |
|
|
2021
Q1 | $348K | Buy |
+3,320
| New | +$348K | 0.03% | 110 |
|
|
2020
Q4 | – | Sell |
-15,593
| Closed | -$1.12M | – | 143 |
|
|
2020
Q3 | $1.12M | Sell |
15,593
-536
| -3% | -$38.6K | 0.08% | 57 |
|
|
2020
Q2 | $1.44M | Sell |
16,129
-2,584
| -14% | -$231K | 0.12% | 49 |
|
|
2020
Q1 | $1.36M | Sell |
18,713
-50
| -0.3% | -$3.62K | 0.13% | 46 |
|
|
2019
Q4 | $2.26M | Buy |
18,763
+214
| +1% | +$25.8K | 0.18% | 36 |
|
|
2019
Q3 | $2.2M | Sell |
18,549
-9
| -0% | -$1.07K | 0.2% | 34 |
|
|
2019
Q2 | $2.31M | Buy |
18,558
+802
| +5% | +$99.8K | 0.21% | 32 |
|
|
2019
Q1 | $2.19M | Sell |
17,756
-517
| -3% | -$63.7K | 0.2% | 33 |
|
|
2018
Q4 | $1.99M | Buy |
18,273
+92
| +0.5% | +$10K | 0.2% | 33 |
|
|
2018
Q3 | $2.22M | Sell |
18,181
-33
| -0.2% | -$4.04K | 0.2% | 35 |
|
|
2018
Q2 | $2.3M | Sell |
18,214
-388
| -2% | -$49.1K | 0.22% | 34 |
|
|
2018
Q1 | $2.12M | Buy |
18,602
+313
| +2% | +$35.7K | 0.2% | 34 |
|
|
2017
Q4 | $2.29M | Sell |
18,289
-165
| -0.9% | -$20.7K | 0.21% | 31 |
|
|
2017
Q3 | $2.17M | Sell |
18,454
-336
| -2% | -$39.5K | 0.2% | 32 |
|
|
2017
Q2 | $1.96M | Sell |
18,790
-1,856
| -9% | -$194K | 0.19% | 32 |
|
|
2017
Q1 | $2.22M | Sell |
20,646
-1,165
| -5% | -$125K | 0.22% | 29 |
|
|
2016
Q4 | $2.57M | Sell |
21,811
-2,445
| -10% | -$288K | 0.27% | 28 |
|
|
2016
Q3 | $2.5M | Hold |
24,256
| – | – | 0.26% | 29 |
|
|
2016
Q2 | $2.54M | Sell |
24,256
-26
| -0.1% | -$2.73K | 0.29% | 26 |
|
|
2016
Q1 | $2.32M | Sell |
24,282
-100
| -0.4% | -$9.54K | 0.27% | 28 |
|
|
2015
Q4 | $2.19M | Sell |
24,382
-965
| -4% | -$86.8K | 0.27% | 28 |
|
|
2015
Q3 | $2M | Sell |
25,347
-660
| -3% | -$52.1K | 0.25% | 29 |
|
|
2015
Q2 | $2.51M | Buy |
26,007
+319
| +1% | +$30.8K | 0.3% | 28 |
|
|
2015
Q1 | $2.7M | Sell |
25,688
-514
| -2% | -$54K | 0.32% | 26 |
|
|
2014
Q4 | $2.94M | Sell |
26,202
-823
| -3% | -$92.3K | 0.36% | 23 |
|
|
2014
Q3 | $3.23M | Buy |
27,025
+1,061
| +4% | +$127K | 0.4% | 21 |
|
|
2014
Q2 | $3.39M | Sell |
25,964
-8
| -0% | -$1.05K | 0.45% | 17 |
|
|
2014
Q1 | $3.09M | Buy |
25,972
+298
| +1% | +$35.4K | 0.43% | 18 |
|
|
2013
Q4 | $3.21M | Sell |
25,674
-1,925
| -7% | -$240K | 0.47% | 17 |
|
|
2013
Q3 | $3.35M | Buy |
27,599
+5,338
| +24% | +$649K | 0.54% | 15 |
|
|
2013
Q2 | $2.63M | Buy |
+22,261
| New | +$2.63M | 0.45% | 17 |
|