Braver Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $2.92M | Buy |
24,838
+1,661
| +7% | +$195K | 0.47% | 65 |
|
|
2016
Q3 | $2.39M | Buy |
23,177
+19,608
| +549% | +$2.02M | 0.4% | 69 |
|
|
2016
Q2 | $374K | Sell |
3,569
-1,407
| -28% | -$147K | 0.06% | 109 |
|
|
2016
Q1 | $475K | Buy |
+4,976
| New | +$475K | 0.08% | 107 |
|
|
2015
Q2 | – | Sell |
-12,013
| Closed | -$1.26M | – | 86 |
|
|
2015
Q1 | $1.26M | Buy |
12,013
+74
| +0.6% | +$7.77K | 0.26% | 60 |
|
|
2014
Q4 | $1.34M | Buy |
11,939
+3,749
| +46% | +$420K | 0.27% | 52 |
|
|
2014
Q3 | $977K | Buy |
8,190
+146
| +2% | +$17.4K | 0.29% | 55 |
|
|
2014
Q2 | $1.05M | Buy |
8,044
+193
| +2% | +$25.2K | 0.27% | 56 |
|
|
2014
Q1 | $934K | Buy |
7,851
+218
| +3% | +$25.9K | 0.27% | 52 |
|
|
2013
Q4 | $953K | Sell |
7,633
-1,846
| -19% | -$230K | 0.33% | 53 |
|
|
2013
Q3 | $1.15M | Buy |
9,479
+1,449
| +18% | +$176K | 0.4% | 47 |
|
|
2013
Q2 | $950K | Buy |
+8,030
| New | +$950K | 0.44% | 43 |
|