BMT Investment Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
$1.4M Hold
19,350
0.88% 60
2019
Q4
$2.33M Buy
19,350
+1,702
+10% +$205K 1.07% 56
2019
Q3
$2.09M Buy
17,648
+9,648
+121% +$1.14M 1.07% 54
2019
Q2
$996K Buy
+8,000
New +$996K 0.52% 79