BKS Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $917K | Buy |
7,444
+1,124
| +18% | +$138K | 0.37% | 73 |
|
|
2018
Q4 | $688K | Sell |
6,320
-536
| -8% | -$58.3K | 0.31% | 79 |
|
|
2018
Q3 | $838K | Sell |
6,856
-50
| -0.7% | -$6.11K | 0.31% | 81 |
|
|
2018
Q2 | $873K | Sell |
6,906
-567
| -8% | -$71.7K | 0.31% | 82 |
|
|
2018
Q1 | $852K | Buy |
7,473
+8
| +0.1% | +$912 | 0.31% | 79 |
|
|
2017
Q4 | $935K | Sell |
7,465
-47
| -0.6% | -$5.89K | 0.34% | 75 |
|
|
2017
Q3 | $883K | Sell |
7,512
-816
| -10% | -$95.9K | 0.34% | 71 |
|
|
2017
Q2 | $869K | Buy |
8,328
+8
| +0.1% | +$835 | 0.35% | 78 |
|
|
2017
Q1 | $893K | Sell |
8,320
-909
| -10% | -$97.6K | 0.39% | 71 |
|
|
2016
Q4 | $1.09M | Buy |
9,229
+2,849
| +45% | +$335K | 0.51% | 63 |
|
|
2016
Q3 | $657K | Buy |
6,380
+10
| +0.2% | +$1.03K | 0.3% | 80 |
|
|
2016
Q2 | $668K | Sell |
6,370
-314
| -5% | -$32.9K | 0.34% | 79 |
|
|
2016
Q1 | $638K | Buy |
6,684
+526
| +9% | +$50.2K | 0.33% | 80 |
|
|
2015
Q4 | $554K | Sell |
6,158
-836
| -12% | -$75.2K | 0.28% | 82 |
|
|
2015
Q3 | $552K | Buy |
6,994
+1,128
| +19% | +$89K | 0.31% | 72 |
|
|
2015
Q2 | $566K | Sell |
5,866
-99
| -2% | -$9.55K | 0.27% | 73 |
|
|
2015
Q1 | $626K | Buy |
+5,965
| New | +$626K | 0.3% | 68 |
|