C.M. Bidwell & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,418
| Closed | -$102K | – | 492 |
|
|
2020
Q3 | $102K | Sell |
1,418
-671
| -32% | -$48.3K | 0.09% | 210 |
|
|
2020
Q2 | $186K | Buy |
+2,089
| New | +$186K | 0.17% | 134 |
|
|
2019
Q3 | – | Sell |
-1,005
| Closed | -$125K | – | 435 |
|
|
2019
Q2 | $125K | Buy |
+1,005
| New | +$125K | 0.12% | 155 |
|
|
2019
Q1 | – | Sell |
-1,660
| Closed | -$181K | – | 416 |
|
|
2018
Q4 | $181K | Buy |
+1,660
| New | +$181K | 0.2% | 130 |
|
|
2016
Q3 | – | Sell |
-46,910
| Closed | -$4.92M | – | 272 |
|
|
2016
Q2 | $4.92M | Hold |
46,910
| – | – | 1.22% | 14 |
|
|
2016
Q1 | $4.48M | Sell |
46,910
-5,240
| -10% | -$500K | 1.11% | 16 |
|
|
2015
Q4 | $4.69M | Sell |
52,150
-270
| -0.5% | -$24.3K | 1.12% | 27 |
|
|
2015
Q3 | $4.14M | Buy |
+52,420
| New | +$4.14M | 1.02% | 34 |
|